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
$477M
AUM Growth
-$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.47M
3
+$2.19M
4
FDX icon
FedEx
FDX
+$1.09M
5
C icon
Citigroup
C
+$352K

Top Sells

1
+$4.76M
2
+$3.4M
3
+$747K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$740K
5
CB icon
Chubb
CB
+$579K

Sector Composition

1 Technology 16.22%
2 Financials 14.27%
3 Healthcare 12.38%
4 Consumer Staples 12.21%
5 Industrials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$74K 0.02%
861
-340
302
$74K 0.02%
9,855
-10,013
303
$73K 0.02%
1,248
304
$71K 0.01%
750
-20
305
$71K 0.01%
642
+317
306
$71K 0.01%
2,300
-307
307
$70K 0.01%
784
308
$69K 0.01%
1,829
309
$69K 0.01%
930
+220
310
$69K 0.01%
439
311
$69K 0.01%
1,804
312
$68K 0.01%
2,822
313
$68K 0.01%
2,120
314
$68K 0.01%
25,550
+7,000
315
$67K 0.01%
1,045
-217
316
$67K 0.01%
247
-96
317
$66K 0.01%
3,977
-352
318
$65K 0.01%
10,000
+3,000
319
$65K 0.01%
3,195
320
$65K 0.01%
600
321
$64K 0.01%
1,239
+991
322
$64K 0.01%
21,000
+7,000
323
$62K 0.01%
5,925
-175
324
$61K 0.01%
1,450
325
$61K 0.01%
+3,135
11 12
13
14 15