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
251
$112K 0.02%
1,580
252
$112K 0.02%
5,300
253
$111K 0.02%
497
-124
254
$110K 0.02%
387
255
$108K 0.02%
1,271
256
$107K 0.02%
2,485
-595
257
$107K 0.02%
7,593
-12,125
258
$107K 0.02%
1,600
259
$107K 0.02%
5,155
+690
260
$106K 0.02%
3,296
+93
261
$106K 0.02%
5,965
+65
262
$106K 0.02%
1,281
-2,712
263
$105K 0.02%
1,496
264
$104K 0.02%
2,250
265
$102K 0.02%
767
+30
266
$102K 0.02%
860
267
$101K 0.02%
737
268
$101K 0.02%
1,521
269
$101K 0.02%
7,575
270
$99K 0.02%
4,000
271
$97K 0.02%
4,000
-3,900
272
$96K 0.02%
750
+215
273
$96K 0.02%
1,300
+1,250
274
$93K 0.02%
1,671
+1,470
275
$92K 0.02%
1,849
-10,448
9 10
11
12 13