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
$484M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$2.33M
3
+$1.26M
4
MO icon
Altria Group
MO
+$332K
5
PM icon
Philip Morris
PM
+$294K

Top Sells

1
+$4.9M
2
+$4.82M
3
+$4.61M
4
C icon
Citigroup
C
+$4.5M
5
AAPL icon
Apple
AAPL
+$3.65M

Sector Composition

1 Technology 15%
2 Financials 14.04%
3 Healthcare 12.02%
4 Consumer Staples 9.7%
5 Industrials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$80K 0.02%
1,810
-675
302
$80K 0.02%
1,791
+221
303
$79K 0.02%
920
-10
304
$77K 0.02%
+11,935
305
$75K 0.02%
2,536
306
$74K 0.02%
4,800
307
$73K 0.02%
+182
308
$73K 0.02%
2,378
309
$73K 0.02%
1,962
310
$72K 0.01%
1,400
311
$72K 0.01%
255
312
$71K 0.01%
1,497
313
$71K 0.01%
915
314
$70K 0.01%
1,450
315
$68K 0.01%
657
316
$67K 0.01%
515
-235
317
$67K 0.01%
366
+291
318
$66K 0.01%
1,100
319
$66K 0.01%
2,500
320
$66K 0.01%
1,312
321
$65K 0.01%
1,233
322
$65K 0.01%
600
323
$64K 0.01%
786
324
$63K 0.01%
1,551
-250
325
$63K 0.01%
475
11 12
13
14 15