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
351
$49K 0.01%
2,000
352
$48K 0.01%
4,460
353
$48K 0.01%
1,175
-250
354
$47K 0.01%
3,790
+1,540
355
$46K 0.01%
700
356
$46K 0.01%
1,000
-300
357
$46K 0.01%
925
+64
358
$46K 0.01%
1,216
359
$44K 0.01%
650
360
$44K 0.01%
500
361
$42K 0.01%
1,118
362
$42K 0.01%
1,295
-300
363
$42K 0.01%
350
-16
364
$41K 0.01%
697
365
$41K 0.01%
322
366
$40K 0.01%
+1,805
367
$40K 0.01%
2,668
368
$40K 0.01%
+505
369
$40K 0.01%
1,147
+133
370
$40K 0.01%
300
371
$40K 0.01%
1,155
-3,555
372
$39K 0.01%
2,035
373
$39K 0.01%
525
+370
374
$39K 0.01%
288
375
$39K 0.01%
674
13 14
15
16 17