FIB

First Interstate Bank Portfolio holdings

AUM $1.86B
1-Year Est. Return 11.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$508M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$7.3M
3
+$4.86M
4
NKE icon
Nike
NKE
+$4.79M
5
MCK icon
McKesson
MCK
+$2.54M

Top Sells

1
+$6.82M
2
+$5.51M
3
+$4.51M
4
PG icon
Procter & Gamble
PG
+$4.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.71M

Sector Composition

1 Financials 15.24%
2 Technology 13.99%
3 Healthcare 11.9%
4 Consumer Staples 9.92%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$139K 0.03%
8,865
227
$139K 0.03%
+15,625
228
$135K 0.03%
3,200
+935
229
$135K 0.03%
641
+606
230
$134K 0.03%
3,734
-396
231
$132K 0.03%
7,125
-3,195
232
$130K 0.03%
3,045
233
$129K 0.03%
2,055
+302
234
$128K 0.03%
1,760
235
$127K 0.03%
2,638
236
$127K 0.03%
4,647
237
$126K 0.02%
689
238
$126K 0.02%
2,250
-68
239
$124K 0.02%
6,400
240
$121K 0.02%
1,563
-3,892
241
$120K 0.02%
2,000
242
$120K 0.02%
824
+764
243
$119K 0.02%
25,550
244
$118K 0.02%
1,165
+251
245
$117K 0.02%
2,169
+50
246
$116K 0.02%
2,174
+324
247
$113K 0.02%
1,307
-3,250
248
$112K 0.02%
4,960
249
$112K 0.02%
2,125
-1,750
250
$112K 0.02%
1,186
8 9
10
11 12