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
$508M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$8M
3
+$4.88M
4
NKE icon
Nike
NKE
+$4.74M
5
MCK icon
McKesson
MCK
+$2.42M

Top Sells

1
+$7.37M
2
+$6.1M
3
+$4.24M
4
JWN
Nordstrom
JWN
+$3.98M
5
JPM icon
JPMorgan Chase
JPM
+$1.83M

Sector Composition

1 Financials 15.24%
2 Technology 13.99%
3 Healthcare 11.9%
4 Consumer Staples 9.91%
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%
4,647
236
$127K 0.03%
1,104
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%
824
+764
242
$120K 0.02%
2,000
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