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
251
$115K 0.02%
957
+243
252
$115K 0.02%
1,580
253
$114K 0.02%
+1,350
254
$114K 0.02%
1,165
255
$114K 0.02%
860
256
$113K 0.02%
1,600
257
$112K 0.02%
6,880
-2,642
258
$112K 0.02%
7,575
259
$111K 0.02%
7,375
-218
260
$111K 0.02%
2,250
261
$110K 0.02%
1,271
262
$110K 0.02%
1,477
-641
263
$109K 0.02%
3,915
+1,745
264
$109K 0.02%
497
265
$108K 0.02%
1,460
-300
266
$107K 0.02%
3,895
+1,300
267
$106K 0.02%
4,280
-5,530
268
$106K 0.02%
5,965
269
$104K 0.02%
1,496
270
$104K 0.02%
1,307
271
$104K 0.02%
+1,859
272
$101K 0.02%
775
273
$99K 0.02%
25,550
274
$99K 0.02%
1,806
+750
275
$99K 0.02%
1,849
9 10
11
12 13