FIB

First Interstate Bank Portfolio holdings

AUM $1.81B
1-Year Est. Return 8.66%
This Quarter Est. Return
1 Year Est. Return
+8.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$469M
AUM Growth
-$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
844
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$6.22M
3
+$3.64M
4
DIS icon
Walt Disney
DIS
+$2.85M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.82M

Top Sells

1
+$2.17M
2
+$1.96M
3
+$823K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$819K
5
DD
Du Pont De Nemours E I
DD
+$131K

Sector Composition

1 Technology 15.75%
2 Financials 14.97%
3 Healthcare 12.87%
4 Consumer Staples 11.82%
5 Energy 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$155K 0.03%
+2,200
227
$154K 0.03%
+12,300
228
$152K 0.03%
+3,280
229
$151K 0.03%
+16,500
230
$149K 0.03%
+3,566
231
$148K 0.03%
+4,385
232
$147K 0.03%
12,200
+1,200
233
$143K 0.03%
+840
234
$142K 0.03%
+1,590
235
$139K 0.03%
+3,350
236
$138K 0.03%
+2,429
237
$138K 0.03%
+1,750
238
$135K 0.03%
+2,034
239
$131K 0.03%
+3,520
240
$131K 0.03%
+621
241
$128K 0.03%
+6,905
242
$127K 0.03%
+2,483
243
$126K 0.03%
+1,881
244
$126K 0.03%
+4,170
245
$121K 0.03%
+1,426
246
$120K 0.03%
+1,700
247
$119K 0.03%
+3,831
248
$116K 0.02%
+2,390
249
$116K 0.02%
+13,654
250
$115K 0.02%
+244
8 9
10
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