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
$477M
AUM Growth
-$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.47M
3
+$2.19M
4
FDX icon
FedEx
FDX
+$1.09M
5
C icon
Citigroup
C
+$352K

Top Sells

1
+$4.76M
2
+$3.4M
3
+$747K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$740K
5
CB icon
Chubb
CB
+$579K

Sector Composition

1 Technology 16.22%
2 Financials 14.27%
3 Healthcare 12.38%
4 Consumer Staples 12.21%
5 Industrials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$40K 0.01%
1,118
377
$40K 0.01%
1,900
+300
378
$40K 0.01%
300
379
$39K 0.01%
515
-225
380
$39K 0.01%
521
381
$39K 0.01%
654
382
$39K 0.01%
2,668
383
$38K 0.01%
+500
384
$38K 0.01%
1,186
385
$38K 0.01%
608
386
$38K 0.01%
780
387
$37K 0.01%
532
-476
388
$37K 0.01%
1,347
-106
389
– –
0
390
$37K 0.01%
753
391
$36K 0.01%
660
392
$36K 0.01%
950
393
$36K 0.01%
1,175
394
$36K 0.01%
880
395
$35K 0.01%
275
396
$35K 0.01%
549
-108
397
$35K 0.01%
1,483
+1,038
398
$35K 0.01%
+1,014
399
$35K 0.01%
3,181
-543
400
$35K 0.01%
1,484
-309
14 15
16
17 18