FIB

First Interstate Bank Portfolio holdings

AUM $1.86B
1-Year Est. Return 11.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$469M
AUM Growth
-$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
844
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$6.19M
3
+$3.86M
4
DIS icon
Walt Disney
DIS
+$3.04M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3M

Top Sells

1
+$2.35M
2
+$1.94M
3
+$823K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$819K
5
DD
Du Pont De Nemours E I
DD
+$145K

Sector Composition

1 Technology 15.75%
2 Financials 14.97%
3 Healthcare 12.87%
4 Consumer Staples 11.84%
5 Energy 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$40K 0.01%
+704
402
$40K 0.01%
+707
403
$40K 0.01%
+3,840
404
$39K 0.01%
+2,195
405
$39K 0.01%
+780
406
$39K 0.01%
+700
407
$37K 0.01%
+650
408
$37K 0.01%
+657
409
$37K 0.01%
+2,605
410
$37K 0.01%
+770
411
$37K 0.01%
+2,668
412
$37K 0.01%
+1,216
413
$36K 0.01%
+325
414
$36K 0.01%
+1,060
415
$36K 0.01%
+749
416
$36K 0.01%
+400
417
$36K 0.01%
+4,247
418
$35K 0.01%
+394
419
$35K 0.01%
+300
420
$35K 0.01%
+2,800
421
$34K 0.01%
+1,060
422
$34K 0.01%
+2,224
423
$33K 0.01%
+728
424
$33K 0.01%
+660
425
$33K 0.01%
+930
15 16
17
18 19