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
276
$88K 0.02%
1,026
-400
277
$87K 0.02%
5,300
278
$85K 0.02%
826
279
$85K 0.02%
1,496
280
$85K 0.02%
7,660
+3,294
281
$84K 0.02%
1,666
-1,840
282
$84K 0.02%
4,330
+315
283
$84K 0.02%
1,350
284
$83K 0.02%
+1,600
285
$83K 0.02%
1,390
+240
286
$82K 0.02%
3,965
287
$82K 0.02%
+1,850
288
$81K 0.02%
728
289
$81K 0.02%
732
-945
290
$80K 0.02%
1,750
+30
291
$80K 0.02%
403
-72
292
$80K 0.02%
2,144
-1,136
293
$77K 0.02%
+1,253
294
$76K 0.02%
4,000
295
$76K 0.02%
3,000
296
$75K 0.02%
700
297
$75K 0.02%
337
+17
298
$75K 0.02%
4,410
-640
299
$75K 0.02%
1,962
300
$74K 0.02%
895
+95
10 11
12
13 14