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
$469M
AUM Growth
-$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
844
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$6.22M
3
+$3.64M
4
DIS icon
Walt Disney
DIS
+$2.85M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.82M

Top Sells

1
+$2.17M
2
+$1.96M
3
+$823K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$819K
5
DD
Du Pont De Nemours E I
DD
+$131K

Sector Composition

1 Technology 15.75%
2 Financials 14.97%
3 Healthcare 12.87%
4 Consumer Staples 11.82%
5 Energy 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$66K 0.01%
+800
327
$66K 0.01%
+320
328
$65K 0.01%
+3,008
329
$65K 0.01%
+1,804
330
$65K 0.01%
+1,962
331
$64K 0.01%
1,692
-57,486
332
$64K 0.01%
+1,096
333
$64K 0.01%
+2,571
334
$64K 0.01%
+4,995
335
$64K 0.01%
+3,700
336
$62K 0.01%
+5,360
337
$62K 0.01%
+784
338
$61K 0.01%
+5,786
339
$61K 0.01%
+700
340
$61K 0.01%
+2,822
341
$60K 0.01%
+720
342
$59K 0.01%
+1,497
343
$59K 0.01%
+930
344
$58K 0.01%
+806
345
$57K 0.01%
+2,376
346
$56K 0.01%
+5,094
347
$56K 0.01%
+1,560
348
$56K 0.01%
+3,025
349
$55K 0.01%
+308
350
$55K 0.01%
+717
12 13
14
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