Itau USA Asset Management Inc.

data from 31/03/2016

Capitalization

$ 409.923 M 21.02 %

Average holding period

8 ans

Performance

$ -46.631 M 15 497.69 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Itau USA Asset Management Inc.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2016/03/31 SPY SPDR S&P 500 ETF TR 18.47% 75.693 M $ 368301 2011/12/31 523.832 K $ 0.81 %
2016/03/31 IEF ISHARES TR 15.82% 64.855 M $ 587783 2014/12/31 2.578 M $ 4.50 %
2016/03/31 VGK VANGUARD INTL EQUITY INDEX F 9.32% 38.221 M $ 787744 2011/12/31 -974.943 K $ -2.73 %
2016/03/31 ITUB ITAU UNIBANCO HLDG SA 7.07% 28.975 M $ 3373195 2011/12/31 6.861 M $ 31.98 %
2016/03/31 BBD BANCO BRADESCO S A 7.00% 28.709 M $ 3853632 2011/12/31 8.907 M $ 54.80 %
2016/03/31 TLT ISHARES TR 6.17% 25.273 M $ 193505 2016/03/31 0.000 $ 0.00 %
2016/03/31 FMX FOMENTO ECONOMICO MEXICANO S 5.03% 20.624 M $ 214148 2011/12/31 947.255 K $ 4.29 %
2016/03/31 IGOV INTL TREA BD ETF 3.98% 16.296 M $ 167677 2016/03/31 0.000 $ 0.00 %
2016/03/31 ISHARES 3.68% 15.097 M $ 1323173 2014/12/31 -1.074 M $ -5.86 %
2016/03/31 CX CEMEX SAB DE CV 3.35% 13.725 M $ 1885335 2011/12/31 2.307 M $ 30.68 %
2016/03/31 EMPRESA NACIONAL DE ELCTRCID 2.85% 11.685 M $ 280824 2013/09/30 1.473 M $ 12.28 %
2016/03/31 AMX AMERICA MOVIL SAB DE CV 2.73% 11.199 M $ 721176 2011/12/31 1.954 M $ 10.46 %
2016/03/31 ABEV AMBEV SA 2.02% 8.291 M $ 1600635 2014/03/31 316.321 K $ 16.15 %
2016/03/31 TV GRUPO TELEVISA SA 1.97% 8.084 M $ 294408 2012/03/31 86.247 K $ 0.92 %
2016/03/31 GRUPO FINANCIERO SANTANDER M 1.55% 6.339 M $ 702091 2014/12/31 151.415 K $ 4.15 %
2016/03/31 TELEFONICA BRASIL SA 1.30% 5.335 M $ 427200 2011/12/31 598.234 K $ 38.32 %
2016/03/31 ENERSIS AMERICAS S A 1.02% 4.174 M $ 300331 2015/09/30 524.046 K $ 14.40 %
2016/03/31 COMPANHIA PARANAENSE ENERG C 0.90% 3.682 M $ 465000 2015/06/30 560.265 K $ 34.93 %
2016/03/31 BRFS BRF SA 0.86% 3.516 M $ 247300 2011/12/31 320.240 K $ 2.89 %
2016/03/31 YPF YPF SOCIEDAD ANONIMA 0.65% 2.658 M $ 148658 2014/06/30 500.903 K $ 13.74 %
2016/03/31 GGAL GRUPO FINANCIERO GALICIA S A 0.62% 2.527 M $ 89314 2015/12/31 177.632 K $ 4.51 %
2016/03/31 ASR GRUPO AEROPORTUARIO DEL SURE 0.53% 2.166 M $ 14427 2016/03/31 0.000 $ 0.00 %
2016/03/31 FIBRIA CELULOSE S A 0.50% 2.046 M $ 241300 2016/03/31 0.000 $ 0.00 %
2016/03/31 SQM SOCIEDAD QUIMICA MINERA DE C 0.48% 1.960 M $ 95399 2015/12/31 159.581 K $ 8.32 %
2016/03/31 CPFL ENERGIA S A 0.45% 1.862 M $ 171000 2016/03/31 0.000 $ 0.00 %
2016/03/31 BVN COMPANIA DE MINAS BUENAVENTU 0.41% 1.673 M $ 227330 2015/03/31 2.000 M $ 71.97 %
2016/03/31 ERJ EMBRAER S A 0.35% 1.436 M $ 54500 2012/03/31 -837.929 K $ -10.77 %
2016/03/31 CENCOSUD S A 0.33% 1.338 M $ 174301 2015/03/31 220.653 K $ 24.27 %
2016/03/31 CIB BANCOLOMBIA S A 0.32% 1.316 M $ 38506 2014/03/31 402.096 K $ 27.79 %
2016/03/31 LQD ISHARES TR 0.26% 1.075 M $ 9050 2015/12/31 25.218 K $ 4.22 %
2016/03/31 BMA BANCO MACRO SA 0.02% 65.000 K $ 1009 2016/03/31 0.000 $ 0.00 %
2016/03/31 CEMENTOS PACASMAYO S A A 0.01% 28.000 K $ 3596 2016/03/31 0.000 $ 0.00 %
2016/03/31 EEMV ISHARES 0.00% 0.000 $ 0 2014/12/31 0.000 $ 0.00 %
2016/03/31 VALE VALE S A 0.00% 0.000 $ 0 2015/09/30 0.000 $ 0.00 %
2016/03/31 AVIANCA HLDGS SA 0.00% 0.000 $ 0 2014/03/31 0.000 $ 0.00 %
2016/03/31 VALE S A 0.00% 0.000 $ 0 2011/12/31 0.000 $ 0.00 %
2016/03/31 BCH BANCO DE CHILE 0.00% 0.000 $ 0 2014/06/30 0.000 $ 0.00 %
2016/03/31 OMAB GRUPO AEROPORTUARIO CTR NORT 0.00% 0.000 $ 0 2015/09/30 0.000 $ 0.00 %
2016/03/31 COMPANHIA BRASILEIRA DE DIST 0.00% 0.000 $ 0 2011/12/31 0.000 $ 0.00 %
2016/03/31 PBR-A PETROLEO BRASILEIRO SA PETRO 0.00% 0.000 $ 0 2011/12/31 0.000 $ 0.00 %
2016/03/31 LATAM AIRLS GROUP S A 0.00% 0.000 $ 0 2013/03/31 0.000 $ 0.00 %