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
$477M
AUM Growth
-$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.47M
3
+$2.19M
4
FDX icon
FedEx
FDX
+$1.09M
5
C icon
Citigroup
C
+$352K

Top Sells

1
+$4.76M
2
+$3.4M
3
+$747K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$740K
5
CB icon
Chubb
CB
+$579K

Sector Composition

1 Technology 16.22%
2 Financials 14.27%
3 Healthcare 12.38%
4 Consumer Staples 12.21%
5 Industrials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$108K 0.02%
2,000
252
$108K 0.02%
6,200
+3,000
253
$106K 0.02%
1,550
254
$106K 0.02%
+700
255
$106K 0.02%
6,400
-6,000
256
$104K 0.02%
950
257
$102K 0.02%
1,230
258
$102K 0.02%
1,775
259
$101K 0.02%
1,705
260
$101K 0.02%
3,260
+970
261
$100K 0.02%
1,272
-316
262
$100K 0.02%
12,160
263
$99K 0.02%
379
264
$99K 0.02%
3,615
265
$99K 0.02%
1,141
+55
266
$98K 0.02%
1,449
267
$97K 0.02%
3,265
+1,760
268
$96K 0.02%
1,196
269
$95K 0.02%
2,000
270
$93K 0.02%
2,079
+1,479
271
$92K 0.02%
1,197
-125
272
$91K 0.02%
2,250
273
$90K 0.02%
+550
274
$88K 0.02%
3,104
275
$88K 0.02%
1,632
9 10
11
12 13