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
$469M
AUM Growth
-$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
844
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$6.22M
3
+$3.64M
4
DIS icon
Walt Disney
DIS
+$2.85M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.82M

Top Sells

1
+$2.17M
2
+$1.96M
3
+$823K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$819K
5
DD
Du Pont De Nemours E I
DD
+$131K

Sector Composition

1 Technology 15.75%
2 Financials 14.97%
3 Healthcare 12.87%
4 Consumer Staples 11.82%
5 Energy 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$54K 0.01%
+2,140
352
$54K 0.01%
+457
353
$54K 0.01%
+2,700
354
$54K 0.01%
+2,193
355
$53K 0.01%
+1,035
356
– –
0
357
$53K 0.01%
+600
358
$52K 0.01%
+525
359
$52K 0.01%
+600
360
$52K 0.01%
+455
361
$51K 0.01%
+839
362
$50K 0.01%
+2,000
363
$50K 0.01%
+3,785
364
$50K 0.01%
+2,170
365
$50K 0.01%
+1,048
366
$49K 0.01%
+1,453
367
$49K 0.01%
+6,667
368
$48K 0.01%
+6,366
369
$48K 0.01%
+1,272
370
$47K 0.01%
+816
371
$47K 0.01%
+3,228
372
$47K 0.01%
+1,478
373
$47K 0.01%
+657
374
$47K 0.01%
+1,200
375
$47K 0.01%
+920
13 14
15
16 17