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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
XLFSelect Sector Spdr Tr
| 2.64% | $80.003M 1.765M shares@ $45.33 avg price | New Position |
FMXFomento Economico Mexicano S
| 2.61% | $79.149M 801,829 shares@ $98.71 avg price | Decreased -37.8% |
MSFTMicrosoft Corp
| 2.41% | $72.908M 169,436 shares@ $430.31 avg price | Increased 22.19% |
KOFCoca Cola Femsa S A B De C V
| 2.25% | $68.297M 813,164 shares@ $83.99 avg price | Increased 59.77% |
METAFacebook Inc
| 2.23% | $67.651M 118,180 shares@ $572.44 avg price | Increased 57.78% |
VGKVanguard Intl Equity Index F
| 2.22% | $67.307M 946,648 shares@ $71.1 avg price | Decreased -1.74% |
AMXAmerica Movil Sab De Cv
| 2.18% | $66.033M 4.203M shares@ $15.72 avg price | Increased 243.74% |
MELIMercadolibre Inc
| 2.04% | $61.753M 30,094 shares@ $2052.0 avg price | Increased 42.2% |
EWJIshares Inc
| 1.84% | $55.609M 777,308 shares@ $71.54 avg price | Decreased -1.21% |
AMZNAmazon Com Inc
| 1.79% | $54.136M 290,536 shares@ $186.34 avg price | Decreased -35.73% |