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
$480M
AUM Growth
+$2.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$2.93M
3
+$2.55M
4
AAPL icon
Apple
AAPL
+$1.57M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$854K

Top Sells

1
+$6.51M
2
+$4.91M
3
+$1.62M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$831K
5
SNY icon
Sanofi
SNY
+$410K

Sector Composition

1 Technology 15.41%
2 Financials 14.6%
3 Healthcare 12.83%
4 Consumer Staples 12.18%
5 Energy 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$69K 0.01%
1,036
+286
302
$69K 0.01%
8,680
-1,175
303
$69K 0.01%
455
304
$68K 0.01%
1,000
-775
305
$67K 0.01%
750
306
$67K 0.01%
3,135
307
$67K 0.01%
1,306
+261
308
$66K 0.01%
1,634
+288
309
$66K 0.01%
1,804
310
$66K 0.01%
1,038
+384
311
$66K 0.01%
607
-125
312
$65K 0.01%
439
313
$65K 0.01%
969
+260
314
$64K 0.01%
930
315
$64K 0.01%
861
316
$63K 0.01%
3,400
317
$63K 0.01%
2,000
318
$63K 0.01%
3,195
319
$63K 0.01%
932
-316
320
$63K 0.01%
1,450
321
$63K 0.01%
247
322
$62K 0.01%
1,400
323
$61K 0.01%
3,000
324
$61K 0.01%
915
325
$60K 0.01%
1,560
11 12
13
14 15