FIB

First Interstate Bank Portfolio holdings

AUM $1.86B
1-Year Est. Return 11.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$482M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1 +$3.69M
2 +$2.07M
3 +$1.49M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.47M
5
XOM icon
Exxon Mobil
XOM
+$1.18M

Top Sells

1 +$3.9M
2 +$2.71M
3 +$2.04M
4
BHP icon
BHP
BHP
+$1.75M
5
AMZN icon
Amazon
AMZN
+$1.18M

Sector Composition

1 Technology 15.31%
2 Financials 15.02%
3 Healthcare 12.92%
4 Consumer Staples 12.15%
5 Energy 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$85K 0.02%
3,104
302
$84K 0.02%
748
+460
303
$82K 0.02%
770
304
$82K 0.02%
343
305
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1,496
306
$81K 0.02%
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307
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826
-2,384
308
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1,400
-350
309
$79K 0.02%
439
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310
$78K 0.02%
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311
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312
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3,000
313
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2,290
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314
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2,250
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316
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1,150
317
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318
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500
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3,195
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324
$69K 0.01%
320
325
$69K 0.01%
1,150
-5,640