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
$465M
AUM Growth
-$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$4.41M
3
+$2.15M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.98M
5
WMT icon
Walmart
WMT
+$1.62M

Top Sells

1
+$18.9M
2
+$7.68M
3
+$6.15M
4
DD
Du Pont De Nemours E I
DD
+$6.15M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.02M

Sector Composition

1 Financials 16.37%
2 Healthcare 14.61%
3 Technology 14.29%
4 Industrials 10.92%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$104K 0.02%
3,339
+656
277
$103K 0.02%
1,426
-319
278
$101K 0.02%
3,895
279
$100K 0.02%
4,940
-1,025
280
$99K 0.02%
+5,200
281
$97K 0.02%
551
+300
282
$97K 0.02%
560
-98
283
$93K 0.02%
6,157
+6,057
284
$92K 0.02%
1,241
285
$92K 0.02%
10,000
+5,000
286
$91K 0.02%
1,483
-546
287
$90K 0.02%
3,033
+2,287
288
$89K 0.02%
1,543
-263
289
$88K 0.02%
1,710
-58
290
$87K 0.02%
1,240
291
$87K 0.02%
958
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292
$87K 0.02%
830
293
$86K 0.02%
+1,775
294
$86K 0.02%
339
+84
295
$84K 0.02%
1,800
296
$84K 0.02%
2,850
-1,430
297
$84K 0.02%
700
298
$84K 0.02%
2,378
299
$84K 0.02%
975
300
$83K 0.02%
1,400
10 11
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