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
$477M
AUM Growth
-$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.47M
3
+$2.19M
4
FDX icon
FedEx
FDX
+$1.09M
5
C icon
Citigroup
C
+$352K

Top Sells

1
+$4.76M
2
+$3.4M
3
+$747K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$740K
5
CB icon
Chubb
CB
+$579K

Sector Composition

1 Technology 16.22%
2 Financials 14.27%
3 Healthcare 12.38%
4 Consumer Staples 12.21%
5 Industrials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$61K 0.01%
1,560
327
$60K 0.01%
1,521
328
$59K 0.01%
3,000
+300
329
$59K 0.01%
2,500
330
$59K 0.01%
455
331
$59K 0.01%
3,400
332
$59K 0.01%
2,376
333
$58K 0.01%
2,000
334
$58K 0.01%
3,555
-3,350
335
$58K 0.01%
1,159
336
$57K 0.01%
600
337
$57K 0.01%
533
-2,716
338
$57K 0.01%
600
339
$57K 0.01%
400
340
$55K 0.01%
1,497
341
$55K 0.01%
913
342
$55K 0.01%
915
343
$54K 0.01%
4,005
344
$53K 0.01%
1,400
345
$53K 0.01%
1,346
346
$53K 0.01%
6,366
347
$52K 0.01%
5,000
348
$51K 0.01%
704
349
$51K 0.01%
3,228
350
$51K 0.01%
1,478
12 13
14
15 16