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
$469M
AUM Growth
-$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
844
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$6.22M
3
+$3.64M
4
DIS icon
Walt Disney
DIS
+$2.85M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.82M

Top Sells

1
+$2.17M
2
+$1.96M
3
+$823K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$819K
5
DD
Du Pont De Nemours E I
DD
+$131K

Sector Composition

1 Technology 15.75%
2 Financials 14.97%
3 Healthcare 12.87%
4 Consumer Staples 11.82%
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%
+608
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%
+660
424
$33K 0.01%
+728
425
$33K 0.01%
+930
15 16
17
18 19