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
$465M
AUM Growth
-$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$4.41M
3
+$2.15M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.98M
5
WMT icon
Walmart
WMT
+$1.62M

Top Sells

1
+$18.9M
2
+$7.68M
3
+$6.15M
4
DD
Du Pont De Nemours E I
DD
+$6.15M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.02M

Sector Composition

1 Financials 16.37%
2 Healthcare 14.61%
3 Technology 14.29%
4 Industrials 10.92%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$39K 0.01%
1,150
-401
377
$39K 0.01%
513
+32
378
$38K 0.01%
1,113
-195
379
$38K 0.01%
2,900
380
$37K 0.01%
275
381
$37K 0.01%
2,007
+616
382
$37K 0.01%
1,484
383
$36K 0.01%
1,483
384
$36K 0.01%
+1,290
385
$35K 0.01%
2,200
386
$35K 0.01%
622
387
$35K 0.01%
642
-10
388
$34K 0.01%
325
389
$34K 0.01%
300
390
$34K 0.01%
840
391
$34K 0.01%
600
392
$34K 0.01%
657
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393
$34K 0.01%
117
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394
$34K 0.01%
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395
$34K 0.01%
280
396
$33K 0.01%
1,715
397
$33K 0.01%
192
398
$33K 0.01%
1,000
399
$33K 0.01%
704
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400
$33K 0.01%
653
14 15
16
17 18