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
351
$46K 0.01%
550
-200
352
$46K 0.01%
500
353
$46K 0.01%
1,253
-1,485
354
$46K 0.01%
2,668
355
$45K 0.01%
1,308
+387
356
$44K 0.01%
481
-200
357
$42K 0.01%
1,118
358
$42K 0.01%
1,000
359
$42K 0.01%
2,200
360
$42K 0.01%
505
361
$42K 0.01%
519
-250
362
$42K 0.01%
1,485
+380
363
$42K 0.01%
608
364
$41K 0.01%
2,035
365
$41K 0.01%
1,500
366
$41K 0.01%
517
-541
367
$41K 0.01%
1,295
368
$40K 0.01%
660
369
$40K 0.01%
667
370
$40K 0.01%
1,484
371
$39K 0.01%
1,585
-1,365
372
$39K 0.01%
2,500
373
$38K 0.01%
+756
374
$38K 0.01%
2,900
375
$38K 0.01%
1,119
+848
13 14
15
16 17