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
$480M
AUM Growth
+$2.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$2.93M
3
+$2.55M
4
AAPL icon
Apple
AAPL
+$1.57M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$854K

Top Sells

1
+$6.51M
2
+$4.91M
3
+$1.62M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$831K
5
SNY icon
Sanofi
SNY
+$410K

Sector Composition

1 Technology 15.41%
2 Financials 14.6%
3 Healthcare 12.83%
4 Consumer Staples 12.18%
5 Energy 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
0
377
$37K 0.01%
753
378
$37K 0.01%
500
379
$37K 0.01%
4,450
380
$36K 0.01%
2,855
381
$36K 0.01%
1,295
382
$36K 0.01%
1,000
-186
383
$35K 0.01%
+2,035
384
$35K 0.01%
2,114
-1,114
385
$35K 0.01%
780
386
$34K 0.01%
+200
387
$34K 0.01%
1,060
388
$34K 0.01%
+308
389
$34K 0.01%
697
390
$34K 0.01%
462
391
$33K 0.01%
2,420
392
$33K 0.01%
457
393
$33K 0.01%
242
394
$33K 0.01%
288
-17
395
$33K 0.01%
1,014
396
$33K 0.01%
1,000
397
$32K 0.01%
375
398
$32K 0.01%
530
-124
399
$32K 0.01%
300
400
$31K 0.01%
275
14 15
16
17 18