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
$469M
AUM Growth
-$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
844
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$6.22M
3
+$3.64M
4
DIS icon
Walt Disney
DIS
+$2.85M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.82M

Top Sells

1
+$2.17M
2
+$1.96M
3
+$823K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$819K
5
DD
Du Pont De Nemours E I
DD
+$131K

Sector Composition

1 Technology 15.75%
2 Financials 14.97%
3 Healthcare 12.87%
4 Consumer Staples 11.82%
5 Energy 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$47K 0.01%
+4,065
377
$47K 0.01%
+1,450
378
$47K 0.01%
+803
379
$46K 0.01%
+1,400
380
$46K 0.01%
+900
381
$46K 0.01%
+3,555
382
$46K 0.01%
+1,793
383
$46K 0.01%
+3,870
384
$45K 0.01%
+2,600
385
$45K 0.01%
+858
386
$45K 0.01%
+3,568
387
$45K 0.01%
+475
388
$44K 0.01%
+700
389
$44K 0.01%
+1,346
390
$44K 0.01%
+249
391
$44K 0.01%
+932
392
$43K 0.01%
+4
393
$43K 0.01%
+1,000
394
$43K 0.01%
+840
395
$42K 0.01%
+3,249
396
$42K 0.01%
+2,778
397
$42K 0.01%
+1,820
398
$42K 0.01%
+4,000
399
$41K 0.01%
+968
400
$41K 0.01%
+332
14 15
16
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