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
$480M
AUM Growth
+$2.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$2.93M
3
+$2.55M
4
AAPL icon
Apple
AAPL
+$1.57M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$854K

Top Sells

1
+$6.51M
2
+$4.91M
3
+$1.62M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$831K
5
SNY icon
Sanofi
SNY
+$410K

Sector Composition

1 Technology 15.41%
2 Financials 14.6%
3 Healthcare 12.83%
4 Consumer Staples 12.16%
5 Energy 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$31K 0.01%
725
402
$31K 0.01%
667
403
$31K 0.01%
400
404
$31K 0.01%
322
405
$31K 0.01%
295
406
$30K 0.01%
357
407
$30K 0.01%
1,886
408
$29K 0.01%
3,298
409
$29K 0.01%
1,763
410
$29K 0.01%
+674
411
$29K 0.01%
515
412
$28K 0.01%
+268
413
$28K 0.01%
703
414
$28K 0.01%
4
415
$28K 0.01%
700
416
$27K 0.01%
502
417
$27K 0.01%
120
+57
418
$27K 0.01%
470
419
$27K 0.01%
4,247
420
$26K 0.01%
1,700
421
$26K 0.01%
+1,207
422
$26K 0.01%
1,033
-1,343
423
$26K 0.01%
2,794
-1,046
424
$25K 0.01%
470
-3,400
425
$25K 0.01%
394
15 16
17
18 19