FIB

First Interstate Bank Portfolio holdings

AUM $1.86B
1-Year Est. Return 11.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.3%
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
+$11.6M
2
+$7.3M
3
+$4.86M
4
NKE icon
Nike
NKE
+$4.79M
5
MCK icon
McKesson
MCK
+$2.54M

Top Sells

1
+$6.82M
2
+$5.51M
3
+$4.51M
4
PG icon
Procter & Gamble
PG
+$4.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.71M

Sector Composition

1 Financials 15.24%
2 Technology 13.99%
3 Healthcare 11.9%
4 Consumer Staples 9.92%
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%
5,000
12 13
14
15 16