FIB

First Interstate Bank Portfolio holdings

AUM $1.7B
1-Year Est. Return 9.01%
This Quarter Est. Return
1 Year Est. Return
+9.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$474M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$5.08M
3
+$4.72M
4
MU icon
Micron Technology
MU
+$629K
5
JNJ icon
Johnson & Johnson
JNJ
+$551K

Top Sells

1
+$6.88M
2
+$5.4M
3
+$5.21M
4
AAPL icon
Apple
AAPL
+$710K
5
LOW icon
Lowe's Companies
LOW
+$494K

Sector Composition

1 Technology 15.36%
2 Financials 13.71%
3 Healthcare 9.44%
4 Consumer Discretionary 7.87%
5 Industrials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$102K 0.02%
3,110
-75
277
$101K 0.02%
1,347
-51
278
$99K 0.02%
1,396
-352
279
$99K 0.02%
7,078
+4,131
280
$99K 0.02%
3,000
281
$99K 0.02%
2,500
282
$97K 0.02%
986
-572
283
$96K 0.02%
500
-500
284
$95K 0.02%
1,503
285
$95K 0.02%
1,862
286
$94K 0.02%
2,312
-446
287
$93K 0.02%
2,412
+339
288
$93K 0.02%
2,500
289
$92K 0.02%
901
290
$91K 0.02%
1,620
291
$90K 0.02%
1,441
-300
292
$90K 0.02%
1,041
-45
293
$89K 0.02%
+650
294
$88K 0.02%
5,470
-1,750
295
$88K 0.02%
4,940
296
$86K 0.02%
1,940
+700
297
$86K 0.02%
1,952
298
$85K 0.02%
909
+467
299
$85K 0.02%
1,500
-1,075
300
$84K 0.02%
983
+599
10 11
12
13 14