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
$508M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$8M
3
+$4.88M
4
NKE icon
Nike
NKE
+$4.74M
5
MCK icon
McKesson
MCK
+$2.42M

Top Sells

1
+$7.37M
2
+$6.1M
3
+$4.24M
4
JWN
Nordstrom
JWN
+$3.98M
5
JPM icon
JPMorgan Chase
JPM
+$1.83M

Sector Composition

1 Financials 15.24%
2 Technology 13.99%
3 Healthcare 11.9%
4 Consumer Staples 9.91%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$72K 0.01%
2,378
302
$71K 0.01%
1,497
303
$71K 0.01%
1,801
+323
304
$71K 0.01%
784
-31
305
$71K 0.01%
915
306
$70K 0.01%
+892
307
$70K 0.01%
600
308
$70K 0.01%
1,570
309
$69K 0.01%
2,170
310
$69K 0.01%
665
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311
$68K 0.01%
1,450
312
$67K 0.01%
930
313
$67K 0.01%
1,962
314
$67K 0.01%
2,950
315
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1,400
316
$66K 0.01%
1,312
317
$66K 0.01%
1,908
318
$65K 0.01%
2,000
319
$64K 0.01%
1,777
-13,079
320
$63K 0.01%
900
-1,800
321
$63K 0.01%
4,906
-4,105
322
$62K 0.01%
1,294
-10,475
323
$61K 0.01%
3,000
324
$61K 0.01%
2,500
325
$60K 0.01%
1,252
-82,992
11 12
13
14 15