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
$451M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Sells

1 +$5.25M
2 +$4.96M
3 +$4.32M
4
JPM icon
JPMorgan Chase
JPM
+$2.46M
5
AAPL icon
Apple
AAPL
+$657K

Sector Composition

1 Technology 13.44%
2 Financials 12.14%
3 Healthcare 8.14%
4 Consumer Discretionary 7.78%
5 Consumer Staples 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$136K 0.03%
1,188
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227
$134K 0.03%
1,845
228
$134K 0.03%
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229
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231
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233
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$131K 0.03%
700
235
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236
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237
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238
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249
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250
$120K 0.03%
2,250