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
$477M
AUM Growth
-$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.47M
3
+$2.19M
4
FDX icon
FedEx
FDX
+$1.09M
5
C icon
Citigroup
C
+$352K

Top Sells

1
+$4.76M
2
+$3.4M
3
+$747K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$740K
5
CB icon
Chubb
CB
+$579K

Sector Composition

1 Technology 16.22%
2 Financials 14.27%
3 Healthcare 12.38%
4 Consumer Staples 12.21%
5 Industrials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$34K 0.01%
305
-443
402
$34K 0.01%
462
403
$33K 0.01%
1,170
404
$33K 0.01%
697
-200
405
$32K 0.01%
275
406
$32K 0.01%
2,420
407
$32K 0.01%
2,855
408
$31K 0.01%
1,060
409
$31K 0.01%
400
-145
410
$31K 0.01%
300
411
$31K 0.01%
322
412
$31K 0.01%
4
413
$31K 0.01%
1,000
414
$30K 0.01%
3,298
+1,200
415
$30K 0.01%
2,225
416
$29K 0.01%
394
-99
417
$29K 0.01%
457
418
$29K 0.01%
357
419
$29K 0.01%
1,763
420
$29K 0.01%
242
421
$27K 0.01%
+703
422
$27K 0.01%
1,295
-400
423
$27K 0.01%
667
424
$26K 0.01%
725
425
$26K 0.01%
375
15 16
17
18 19