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
$465M
AUM Growth
-$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$4.41M
3
+$2.15M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.98M
5
WMT icon
Walmart
WMT
+$1.62M

Top Sells

1
+$18.9M
2
+$7.68M
3
+$6.15M
4
DD
Du Pont De Nemours E I
DD
+$6.15M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.02M

Sector Composition

1 Financials 16.37%
2 Healthcare 14.61%
3 Technology 14.29%
4 Industrials 10.92%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$52K 0.01%
1,252
352
$52K 0.01%
+3,470
353
$52K 0.01%
413
-26,500
354
$52K 0.01%
1,915
-5,387
355
$51K 0.01%
1,500
356
$51K 0.01%
3,920
357
$50K 0.01%
1,320
+1,210
358
$50K 0.01%
964
-169
359
$49K 0.01%
+630
360
$49K 0.01%
2,500
361
$49K 0.01%
313
+55
362
$48K 0.01%
+1,190
363
$48K 0.01%
529
-40
364
$48K 0.01%
788
365
$47K 0.01%
1,326
-232
366
$46K 0.01%
1,118
367
$45K 0.01%
1,500
368
$45K 0.01%
587
+260
369
$43K 0.01%
621
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370
$43K 0.01%
550
371
$43K 0.01%
489
-453
372
$42K 0.01%
2,668
373
$41K 0.01%
534
-14
374
$41K 0.01%
+125
375
$41K 0.01%
2,250
13 14
15
16 17