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 12.22%
5 Industrials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$51K 0.01%
1,478
352
$50K 0.01%
+750
353
$50K 0.01%
750
354
$50K 0.01%
700
355
$50K 0.01%
2,000
356
$49K 0.01%
700
357
$49K 0.01%
1,200
358
$48K 0.01%
575
-355
359
$47K 0.01%
650
360
$47K 0.01%
2,571
361
$47K 0.01%
6,667
362
$46K 0.01%
366
+100
363
$46K 0.01%
3,568
364
$46K 0.01%
4,450
-6,125
365
$45K 0.01%
2,170
366
$44K 0.01%
3,140
-2,100
367
$44K 0.01%
709
+701
368
$44K 0.01%
948
369
$43K 0.01%
707
370
$43K 0.01%
2,800
371
$42K 0.01%
770
372
$42K 0.01%
1,886
373
$41K 0.01%
654
-1,829
374
$41K 0.01%
394
375
$41K 0.01%
3,840
13 14
15
16 17