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
$451M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Sells

1 +$5.25M
2 +$4.96M
3 +$4.32M
4
JPM icon
JPMorgan Chase
JPM
+$2.46M
5
AAPL icon
Apple
AAPL
+$657K

Sector Composition

1 Technology 13.44%
2 Financials 12.14%
3 Healthcare 8.14%
4 Consumer Discretionary 7.78%
5 Consumer Staples 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$38K 0.01%
1,120
-1,075
377
$38K 0.01%
+285
378
$38K 0.01%
400
379
$36K 0.01%
250
-272
380
$36K 0.01%
918
381
$35K 0.01%
393
382
$35K 0.01%
241
+221
383
$35K 0.01%
300
384
$35K 0.01%
300
385
$35K 0.01%
2,200
386
$35K 0.01%
700
387
$35K 0.01%
1,000
-850
388
$34K 0.01%
138
-6
389
$34K 0.01%
+1,163
390
$34K 0.01%
819
-26
391
$34K 0.01%
580
+170
392
$33K 0.01%
900
+500
393
$33K 0.01%
1,000
394
$33K 0.01%
607
+422
395
$33K 0.01%
1,472
-12
396
$32K 0.01%
300
-1,666
397
$32K 0.01%
385
398
$32K 0.01%
1,290
399
$31K 0.01%
965
400
$31K 0.01%
308
+61