FIB

First Interstate Bank Portfolio holdings

AUM $1.7B
1-Year Est. Return 9.01%
This Quarter Est. Return
1 Year Est. Return
+9.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$474M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$5.08M
3
+$4.72M
4
MU icon
Micron Technology
MU
+$629K
5
JNJ icon
Johnson & Johnson
JNJ
+$551K

Top Sells

1
+$6.88M
2
+$5.4M
3
+$5.21M
4
AAPL icon
Apple
AAPL
+$710K
5
LOW icon
Lowe's Companies
LOW
+$494K

Sector Composition

1 Technology 15.36%
2 Financials 13.71%
3 Healthcare 9.44%
4 Consumer Discretionary 7.87%
5 Industrials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$55K 0.01%
126
-29
352
$55K 0.01%
416
+291
353
$55K 0.01%
760
354
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355
$54K 0.01%
1,500
356
$54K 0.01%
+610
357
$54K 0.01%
5,570
-3,485
358
$53K 0.01%
1,380
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359
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2,325
360
$52K 0.01%
500
-200
361
$52K 0.01%
2,715
362
$52K 0.01%
555
363
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937
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364
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365
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366
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2,615
367
$47K 0.01%
275
368
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369
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435
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370
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788
371
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372
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534
373
$46K 0.01%
125
374
$46K 0.01%
300
375
$45K 0.01%
1,190
13 14
15
16 17