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
276
$88K 0.02%
+893
277
$87K 0.02%
+7,080
278
$87K 0.02%
+2,504
279
$86K 0.02%
+1,322
280
$86K 0.02%
+1,190
281
$86K 0.02%
+1,196
282
$86K 0.02%
+1,290
283
$86K 0.02%
+2,000
284
$85K 0.02%
+3,610
285
$85K 0.02%
+1,705
286
$85K 0.02%
+2,000
287
$84K 0.02%
+770
288
$84K 0.02%
+1,955
289
$84K 0.02%
+3,104
290
$83K 0.02%
+5,300
291
$82K 0.02%
+475
292
$82K 0.02%
+4,329
293
$82K 0.02%
+2,710
294
$81K 0.02%
+1,505
295
$81K 0.02%
+5,240
296
$81K 0.02%
+1,230
297
$80K 0.02%
+6,095
298
$79K 0.02%
+718
299
$78K 0.02%
+1,496
300
$78K 0.02%
+2,030
10 11
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