IUHSA

Itau Unibanco Holding S.A. Portfolio holdings

AUM $2.63B
1-Year Est. Return 21.65%
This Quarter Est. Return
1 Year Est. Return
+21.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.04B
AUM Growth
+$792M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$98.7M
2
+$89M
3
+$72.4M
4
PBR icon
Petrobras
PBR
+$62.7M
5
SQM icon
Sociedad Química y Minera de Chile
SQM
+$61.5M

Top Sells

1
+$36M
2
+$26.1M
3
+$24.4M
4
META icon
Meta Platforms (Facebook)
META
+$22.3M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$21.5M

Sector Composition

1 Financials 16.93%
2 Materials 12.84%
3 Consumer Staples 10.5%
4 Technology 8.67%
5 Energy 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$250M 8.21%
525,023
+2,872
2
$250M 8.21%
2,003,012
+792,533
3
$205M 6.73%
33,726,910
+8,183,450
4
$175M 5.75%
10,989,350
+4,546,998
5
$132M 4.33%
37,096,308
+25,074,583
6
$130M 4.29%
8,124,042
+3,903,138
7
$121M 3.98%
277,025
-28,090
8
$115M 3.79%
1,064,557
+31,254
9
$112M 3.68%
778,994
+411,158
10
$111M 3.66%
7,257,473
+1,328,796
11
$103M 3.38%
4,463,844
-10,140
12
$96.5M 3.17%
12,922,219
+5,740,505
13
$78.7M 2.59%
50,464
+36,196
14
$68.7M 2.26%
1,182,976
+1,059,300
15
$57.8M 1.9%
153,590
+6,250
16
$57.7M 1.9%
203,641
+144,136
17
$49.8M 1.64%
772,877
-24,571
18
$48.2M 1.59%
463,811
-28,362
19
$44.7M 1.47%
493,484
+377,534
20
$44.1M 1.45%
290,367
-34,500
21
$43.5M 1.43%
677,624
-2,200
22
$43.1M 1.42%
2,450,887
+1,019,828
23
$38M 1.25%
766,700
-11,620
24
$34.9M 1.15%
4,192,242
+3,048,408
25
$29.2M 0.96%
215,095
-179,390
1
2 3 4 5