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
276
$92K 0.02%
3,834
277
$91K 0.02%
2,822
278
$90K 0.02%
718
279
$90K 0.02%
2,738
-1,060
280
$90K 0.02%
1,700
281
$88K 0.02%
1,058
-134
282
$88K 0.02%
353
283
$88K 0.02%
1,451
284
$88K 0.02%
3,075
+300
285
$87K 0.02%
700
286
$87K 0.02%
4,800
287
$85K 0.02%
607
288
$84K 0.02%
3,195
289
$84K 0.02%
714
-3,781
290
$83K 0.02%
750
291
$83K 0.02%
775
-2,500
292
$79K 0.02%
2,536
-1,000
293
$79K 0.02%
255
294
$78K 0.02%
1,768
-23,510
295
$77K 0.02%
+2,595
296
$76K 0.02%
10,000
297
$75K 0.01%
+3,576
298
$75K 0.01%
5,775
299
$74K 0.01%
3,045
300
$73K 0.01%
1,182
10 11
12
13 14