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
251
$115K 0.02%
+10,575
252
$114K 0.02%
+1,384
253
$113K 0.02%
+4,473
254
$113K 0.02%
+2,548
255
$113K 0.02%
+2,057
256
$111K 0.02%
+1,271
257
$110K 0.02%
+3,365
258
$108K 0.02%
+5,125
259
$108K 0.02%
+4,465
260
$106K 0.02%
+8,630
261
$104K 0.02%
+1,186
262
$103K 0.02%
+1,015
263
$102K 0.02%
+630
264
$99K 0.02%
+7,525
265
$98K 0.02%
+3,175
266
$95K 0.02%
+1,682
267
$95K 0.02%
+1,250
268
$93K 0.02%
+1,632
269
$93K 0.02%
+1,775
270
$92K 0.02%
+2,000
271
$91K 0.02%
+5,606
272
$91K 0.02%
+2,215
273
$90K 0.02%
+1,549
274
$90K 0.02%
+1,155
275
$88K 0.02%
+810
9 10
11
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