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
$484M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$2.33M
3
+$1.26M
4
MO icon
Altria Group
MO
+$332K
5
PM icon
Philip Morris
PM
+$294K

Top Sells

1
+$4.9M
2
+$4.82M
3
+$4.61M
4
C icon
Citigroup
C
+$4.5M
5
AAPL icon
Apple
AAPL
+$3.65M

Sector Composition

1 Technology 15%
2 Financials 14.04%
3 Healthcare 12.02%
4 Consumer Staples 9.7%
5 Industrials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$63K 0.01%
2,375
-670
327
$62K 0.01%
1,558
+791
328
$62K 0.01%
1,560
329
$61K 0.01%
339
330
$61K 0.01%
306
331
$61K 0.01%
1,777
332
$58K 0.01%
21,000
333
$57K 0.01%
882
334
$56K 0.01%
4,460
335
$56K 0.01%
1,133
336
$56K 0.01%
3,555
337
$56K 0.01%
967
+293
338
$55K 0.01%
236
+116
339
$55K 0.01%
1,470
-438
340
$55K 0.01%
600
341
$54K 0.01%
650
342
$54K 0.01%
730
-162
343
$54K 0.01%
1,429
+282
344
$51K 0.01%
700
345
$51K 0.01%
1,000
346
$51K 0.01%
5,000
347
$50K 0.01%
251
-438
348
$49K 0.01%
789
-393
349
$48K 0.01%
+1,156
350
$47K 0.01%
300
12 13
14
15 16