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
$469M
AUM Growth
-$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
844
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$6.22M
3
+$3.64M
4
DIS icon
Walt Disney
DIS
+$2.85M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.82M

Top Sells

1
+$2.17M
2
+$1.96M
3
+$823K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$819K
5
DD
Du Pont De Nemours E I
DD
+$131K

Sector Composition

1 Technology 15.75%
2 Financials 14.97%
3 Healthcare 12.87%
4 Consumer Staples 11.82%
5 Energy 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$77K 0.02%
+500
302
$77K 0.02%
+1,150
303
$77K 0.02%
+452
304
$77K 0.02%
+4,600
305
$77K 0.02%
+11,943
306
$77K 0.02%
+343
307
$76K 0.02%
+1,262
308
$76K 0.02%
+6,485
309
$76K 0.02%
+3,000
310
$75K 0.02%
+2,485
311
$75K 0.02%
+4,990
312
$75K 0.02%
+11,590
313
$74K 0.02%
+1,350
314
$72K 0.02%
+861
315
$71K 0.02%
+970
316
$71K 0.02%
+3,494
317
$70K 0.01%
+2,444
318
$70K 0.01%
+1,720
319
$69K 0.01%
+1,270
320
$69K 0.01%
+4,474
321
$69K 0.01%
+500
322
$67K 0.01%
+17,383
323
$67K 0.01%
+4,000
324
$67K 0.01%
+2,120
325
$67K 0.01%
+3,400
11 12
13
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