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
$484M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$2.33M
3
+$1.26M
4
MO icon
Altria Group
MO
+$332K
5
PM icon
Philip Morris
PM
+$294K

Top Sells

1
+$4.9M
2
+$4.82M
3
+$4.61M
4
C icon
Citigroup
C
+$4.5M
5
AAPL icon
Apple
AAPL
+$3.65M

Sector Composition

1 Technology 15%
2 Financials 14.04%
3 Healthcare 12.02%
4 Consumer Staples 9.7%
5 Industrials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$37K 0.01%
504
-46
377
$37K 0.01%
394
378
$37K 0.01%
622
-75
379
$37K 0.01%
753
380
$36K 0.01%
1,483
381
$36K 0.01%
788
382
$35K 0.01%
1,805
383
$35K 0.01%
+490
384
$34K 0.01%
250
-38
385
$33K 0.01%
275
-24
386
$33K 0.01%
2,366
+172
387
$33K 0.01%
2,250
-1,540
388
$33K 0.01%
258
389
$32K 0.01%
2,920
390
$32K 0.01%
1,000
391
$32K 0.01%
2,038
392
$32K 0.01%
426
393
$32K 0.01%
950
394
$32K 0.01%
280
-15
395
$31K 0.01%
2,114
396
$31K 0.01%
300
397
$31K 0.01%
200
398
$31K 0.01%
300
399
$30K 0.01%
1,715
400
$30K 0.01%
965
14 15
16
17 18