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
326
$59K 0.01%
+1,100
327
$59K 0.01%
1,233
-9,196
328
$59K 0.01%
681
329
$59K 0.01%
657
+57
330
$59K 0.01%
2,308
-16,500
331
$59K 0.01%
1,560
332
$59K 0.01%
786
-6,650
333
$59K 0.01%
21,000
334
$58K 0.01%
1,133
+393
335
$57K 0.01%
700
336
$57K 0.01%
475
337
$56K 0.01%
306
338
$56K 0.01%
600
339
$56K 0.01%
769
-7,783
340
$55K 0.01%
1,056
+554
341
$55K 0.01%
339
342
$55K 0.01%
750
343
$55K 0.01%
2,992
-2,690
344
$55K 0.01%
1,982
345
$54K 0.01%
1,200
346
$54K 0.01%
3,555
-450
347
$53K 0.01%
882
348
$53K 0.01%
2,096
349
$50K 0.01%
1,242
+702
350
$49K 0.01%
1,000
12 13
14
15 16