SANTANDER SELEÇÃO AÇÕES -
Ações Valor/Crescimento · CNPJ 15.323.164/0001-27 · benchmark Ibovespa
Portfolio as of March 2026
AUM
R$279.8M
In stocks
R$250.0M
Stocks
31
YTD
▲ 29.8%
12 months
▲ 40.8%
Past performance is no guarantee of future results.
Quota
Month-end; daily in recent months
Disclosed so far
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Hatched months still have confidential positions.
Portfolio
Changes vs. February 2026
| Stock | Company | % of stock portfolio | Value | Month | Since then | Sector |
|---|---|---|---|---|---|---|
 ITUB4 | Itau Unibanco Holding SA | 11.9% | R$29.6M | AddedR$2.3M | ▲ 12.2% | Finance |
 VALE3 | Vale S.A. | 9.5% | R$23.8M | Held | ▼ 20.7% | Non-Energy Minerals |
 EQTL3 | Equatorial S.A. | 5.9% | R$14.8M | Held | ▲ 21.6% | Utilities |
 BBDC3 | Banco Bradesco SA | 5.9% | R$14.6M | Held | ▲ 9.1% | Finance |
 PETR4 | Petroleo Brasileiro SA | 5.7% | R$14.2M | AddedR$5.4M | ▲ 19.6% | Energy Minerals |
 AXIA3 | AXIA Energia SA | 5.5% | R$13.7M | Held | ▲ 1.2% | Utilities |
 PETR3 | Petroleo Brasileiro SA | 5.0% | R$12.5M | Trimmed−R$2.9M | ▲ 20.3% | Energy Minerals |
 CPLE3 | Companhia Paranaense de Energia | 4.8% | R$12.1M | Trimmed−R$3.0M | ▲ 14.4% | Utilities |
 SBSP3 | Companhia de Saneamento Basico do Estado de Sao Paulo SABESP | 4.5% | R$11.4M | Held | ▲ 2.8% | Utilities |
 SUZB3 | Suzano S.A. | 3.7% | R$9.4M | AddedR$2.5M | ▼ 18.3% | Process Industries |
 AXIA6 | – | 3.6% | R$8.9M | Held | – | Other |
 ITSA4 | Itausa SA | 3.4% | R$8.4M | Held | ▲ 13.0% | Finance |
 PRIO3 | Prio SA | 3.2% | R$8.0M | Trimmed−R$2.7M | ▲ 7.6% | Energy Minerals |
 MULT3 | Multiplan Empreendimentos Imobiliarios SA | 3.0% | R$7.6M | AddedR$1.3M | ▲ 19.3% | Finance |
 VBBR3 | Vibra Energia SA | 2.8% | R$7.0M | Held | ▲ 16.0% | Retail Trade |
 SMFT3 | Smartfit Escola de Ginastica e Danca SA | 2.7% | R$6.7M | Held | ▲ 33.9% | Consumer Services |
 MOTV3 | Motiva Infraestrutura de Mobilidade SA | 2.5% | R$6.4M | AddedR$2.2M | ▲ 29.0% | Transportation |
 ENEV3 | Eneva S.A. | 2.5% | R$6.3M | Held | ▲ 30.4% | Utilities |
 RENT3 | Localiza Rent A Car SA | 2.2% | R$5.6M | Trimmed−R$1.6M | ▲ 12.5% | Finance |
 BBDC4 | Banco Bradesco SA | 2.2% | R$5.5M | AddedR$2.4M | ▲ 7.9% | Finance |
 VIVA3 | Vivara Participacoes SA | 1.6% | R$4.1M | Held | ▲ 6.6% | Consumer Durables |
 RAIL3 | Rumo SA | 1.6% | R$4.1M | AddedR$1.1M | ▲ 18.8% | Transportation |
 ALOS3 | Allos S.A. | 1.6% | R$4.1M | Trimmed−R$1.1M | ▲ 17.7% | Finance |
 AXIA7 | AXIA Energia SA | 1.0% | R$2.6M | Held | ▲ 5.0% | Utilities |
 BBAS3 | Banco do Brasil S.A. | 0.9% | R$2.4M | Held | ▲ 5.2% | Finance |
 CYRE3 | Cyrela Brazil Realty SA Empreendimentos e Participacoes | 0.8% | R$2.0M | Trimmed−R$633.8K | ▲ 26.0% | Finance |
 MELI34 | MercadoLibre, Inc. | 0.6% | R$1.5M | AddedR$556.5K | ▲ 5.6% | BDR |
 CURY3 | Cury Construtora e Incorporadora SA | 0.4% | R$1.1M | New | ▼ 7.4% | Finance |
 RDOR3 | Rede D'Or Sao Luiz SA | 0.3% | R$802.8K | New | ▲ 13.1% | Health Services |
 CXSE3 | Caixa Seguridade Participacoes SA | 0.2% | R$597.7K | Trimmed−R$6.0M | ▲ 16.0% | Finance |
 EMBJ3 | Embraer S.A. | 0.1% | R$213.6K | Trimmed−R$961.9K | ▲ 18.0% | Electronic Technology |
Exited this month
