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
$508M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$8M
3
+$4.88M
4
NKE icon
Nike
NKE
+$4.74M
5
MCK icon
McKesson
MCK
+$2.42M

Top Sells

1
+$7.37M
2
+$6.1M
3
+$4.24M
4
JWN
Nordstrom
JWN
+$3.98M
5
JPM icon
JPMorgan Chase
JPM
+$1.83M

Sector Composition

1 Financials 15.24%
2 Technology 13.99%
3 Healthcare 11.9%
4 Consumer Staples 9.91%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$39K 0.01%
1,484
377
$39K 0.01%
2,955
-367
378
$37K 0.01%
550
379
$37K 0.01%
2,900
380
$37K 0.01%
753
381
$36K 0.01%
249
+116
382
$36K 0.01%
1,500
-400
383
$36K 0.01%
707
384
$36K 0.01%
426
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385
$35K 0.01%
299
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386
$35K 0.01%
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387
$35K 0.01%
2,200
-25
388
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800
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389
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462
390
– –
0
391
$35K 0.01%
788
392
$35K 0.01%
2,038
393
$34K 0.01%
667
394
$34K 0.01%
950
395
$33K 0.01%
394
396
$33K 0.01%
1,483
397
$33K 0.01%
921
398
$33K 0.01%
500
399
$32K 0.01%
258
400
$31K 0.01%
2,114
14 15
16
17 18