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Tatiana Grecco

@Itau Unibanco Holding S.a.

Latest period2024 - Q3ReportedManaged Assets$3.037BTotal holdings328
Assets growth rate24.08%Assets growth rate (2-Q avg)14.33%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Itau Unibanco Holding S.a.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 328 positions.

Assets under management

The assets under management (AUM) of Itau Unibanco Holding S.a. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.037B in assets, with a quarterly growth rate of 24.08% and a 2-quarter average growth rate of 14.33%. The portfolio is managed by Tatiana Grecco, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOOVanguard Index Fds
Recent Activity
Increased 20.59%
6.68%
$202.813M
384,355 shares@ $527.68 avg price
PBR.APetroleo Brasileiro Sa Petro
Recent Activity
Increased 63.63%
5.12%
$155.346M
11.778M shares@ $13.2 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Increased 112.67%
4.65%
$141.099M
812,454 shares@ $173.67 avg price
VALEVale S A
Recent Activity
Increased 123.38%
4.64%
$140.859M
12.06M shares@ $11.68 avg price
BBDBanco Bradesco S A
Recent Activity
Increased 56.81%
3.3%
$100.061M
37.617M shares@ $2.67 avg price
BAPCredicorp Ltd
Recent Activity
Increased 3.64%
2.98%
$90.378M
499,409 shares@ $180.97 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 22.19%
2.41%
$72.908M
169,436 shares@ $430.31 avg price
KOFCoca Cola Femsa S A B De C V
Recent Activity
Increased 59.77%
2.25%
$68.297M
813,164 shares@ $83.99 avg price
METAFacebook Inc
Recent Activity
Increased 57.78%
2.23%
$67.651M
118,180 shares@ $572.44 avg price
AMXAmerica Movil Sab De Cv
Recent Activity
Increased 243.74%
2.18%
$66.033M
4.203M shares@ $15.72 avg price