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
$508M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$8M
3
+$4.88M
4
NKE icon
Nike
NKE
+$4.74M
5
MCK icon
McKesson
MCK
+$2.42M

Top Sells

1
+$7.37M
2
+$6.1M
3
+$4.24M
4
JWN
Nordstrom
JWN
+$3.98M
5
JPM icon
JPMorgan Chase
JPM
+$1.83M

Sector Composition

1 Financials 15.24%
2 Technology 13.99%
3 Healthcare 11.9%
4 Consumer Staples 9.91%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$49K 0.01%
5,000
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%
608
359
$44K 0.01%
650
360
$44K 0.01%
500
361
$42K 0.01%
1,118
362
$42K 0.01%
350
-16
363
$42K 0.01%
1,295
-300
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