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
$480M
AUM Growth
+$2.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$2.93M
3
+$2.55M
4
AAPL icon
Apple
AAPL
+$1.57M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$854K

Top Sells

1
+$6.51M
2
+$4.91M
3
+$1.62M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$831K
5
SNY icon
Sanofi
SNY
+$410K

Sector Composition

1 Technology 15.41%
2 Financials 14.6%
3 Healthcare 12.83%
4 Consumer Staples 12.16%
5 Energy 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$88K 0.02%
1,850
277
$88K 0.02%
1,900
-100
278
$87K 0.02%
1,496
279
$87K 0.02%
1,100
+400
280
$86K 0.02%
1,632
281
$85K 0.02%
7,660
282
$85K 0.02%
3,104
283
$84K 0.02%
337
284
$84K 0.02%
4,000
285
$83K 0.02%
631
+356
286
$82K 0.02%
3,349
+3,250
287
$81K 0.02%
+7,300
288
$81K 0.02%
5,900
+2,760
289
$78K 0.02%
2,806
+1,459
290
$78K 0.02%
3,615
291
$77K 0.02%
4,410
292
$76K 0.02%
784
293
$76K 0.02%
3,000
294
$74K 0.02%
728
295
$74K 0.02%
1,962
296
$73K 0.02%
1,829
297
$72K 0.02%
642
298
$72K 0.02%
2,822
299
$70K 0.01%
600
300
$69K 0.01%
1,239
10 11
12
13 14