FIB

First Interstate Bank Portfolio holdings

AUM $1.86B
1-Year Est. Return 11.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$482M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$2.07M
3
+$1.49M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.47M
5
XOM icon
Exxon Mobil
XOM
+$1.18M

Top Sells

1
+$3.9M
2
+$2.71M
3
+$2.04M
4
BHP icon
BHP
BHP
+$1.75M
5
AMZN icon
Amazon
AMZN
+$1.18M

Sector Composition

1 Technology 15.31%
2 Financials 15.02%
3 Healthcare 12.92%
4 Consumer Staples 12.15%
5 Energy 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$68K 0.01%
2,120
327
$67K 0.01%
1,829
-615
328
$67K 0.01%
1,248
+316
329
$67K 0.01%
700
330
$67K 0.01%
1,962
331
$66K 0.01%
1,720
332
$66K 0.01%
2,822
333
$65K 0.01%
800
334
$62K 0.01%
3,008
335
$62K 0.01%
1,497
336
$61K 0.01%
1,574
+606
337
$60K 0.01%
+2,500
338
$59K 0.01%
+1,450
339
$59K 0.01%
700
-20
340
$59K 0.01%
600
341
$59K 0.01%
2,571
342
$58K 0.01%
4,366
+1,117
343
$58K 0.01%
2,376
344
$57K 0.01%
525
345
$56K 0.01%
5,094
346
$56K 0.01%
455
347
– –
0
348
$56K 0.01%
1,159
-1,750
349
$56K 0.01%
3,400
350
$55K 0.01%
4,968
-818
12 13
14
15 16