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
$484M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$2.33M
3
+$1.26M
4
MO icon
Altria Group
MO
+$332K
5
PM icon
Philip Morris
PM
+$294K

Top Sells

1
+$4.9M
2
+$4.82M
3
+$4.61M
4
C icon
Citigroup
C
+$4.5M
5
AAPL icon
Apple
AAPL
+$3.65M

Sector Composition

1 Technology 15%
2 Financials 14.04%
3 Healthcare 12.02%
4 Consumer Staples 9.7%
5 Industrials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$138K 0.03%
5,700
+2,700
227
$138K 0.03%
2,796
-250
228
$137K 0.03%
3,528
+232
229
$136K 0.03%
3,045
230
$136K 0.03%
3,734
231
$134K 0.03%
2,250
232
$134K 0.03%
2,850
-500
233
$133K 0.03%
3,965
-530
234
$133K 0.03%
6,400
235
$133K 0.03%
6,065
+910
236
$132K 0.03%
1,972
-83
237
$132K 0.03%
804
-20
238
$130K 0.03%
988
-432
239
$129K 0.03%
5,629
-1,178
240
$128K 0.03%
6,200
+900
241
$125K 0.03%
3,329
-2,253
242
$124K 0.03%
2,650
-1,000
243
$124K 0.03%
1,563
244
$121K 0.03%
6,100
+2,266
245
$121K 0.03%
4,500
+500
246
$120K 0.02%
3,200
247
$120K 0.02%
2,250
+76
248
$119K 0.02%
2,169
249
$118K 0.02%
2,000
250
$118K 0.02%
1,122
-64
8 9
10
11 12