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
$2.44B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$45.3M
3
+$36.2M
4
MELI icon
Mercado Libre
MELI
+$32.6M
5
AVGO icon
Broadcom
AVGO
+$20.7M

Top Sells

1
+$130M
2
+$82.6M
3
+$56.7M
4
XP icon
XP
XP
+$28.4M
5
CX icon
Cemex
CX
+$21.2M

Sector Composition

1 Technology 14.83%
2 Financials 13.11%
3 Consumer Staples 7.82%
4 Consumer Discretionary 7.24%
5 Energy 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$260M 10.61%
477,403
-15,156
2
$159M 6.51%
+318,750
3
$146M 5.95%
382,036
-148,762
4
$135M 5.5%
26,199,830
+582,560
5
$134M 5.47%
1,289,286
-75,881
6
$116M 4.72%
1,125,150
-8,918
7
$105M 4.29%
4,649,979
-52,316
8
$96.7M 3.95%
7,198,092
+119,779
9
$87.4M 3.57%
452,109
+234,577
10
$74.4M 3.04%
481,893
-21,383
11
$64.3M 2.63%
963,446
+41,080
12
$62M 2.53%
138,673
-23,220
13
$58.7M 2.4%
5,398,881
+508,100
14
$58.1M 2.37%
9,407,547
-3,424,009
15
$53.7M 2.19%
786,898
-12,236
16
$52M 2.12%
23,989,150
+3,577,428
17
$43.1M 1.76%
148,592
-2,053
18
$42M 1.72%
508,967
+62,282
19
$37.8M 1.54%
74,904
-231
20
$36.6M 1.5%
200,836
+59,880
21
$36.2M 1.48%
+171,963
22
$34M 1.39%
21,164
+20,315
23
$27.9M 1.14%
1,927,666
-5,709,242
24
$26.4M 1.08%
2,072,713
+1,071,213
25
$22.9M 0.94%
792,674
-196,776
1
2 3 4 5