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
$508M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$8M
3
+$4.88M
4
NKE icon
Nike
NKE
+$4.74M
5
MCK icon
McKesson
MCK
+$2.42M

Top Sells

1
+$7.37M
2
+$6.1M
3
+$4.24M
4
JWN
Nordstrom
JWN
+$3.98M
5
JPM icon
JPMorgan Chase
JPM
+$1.83M

Sector Composition

1 Financials 15.24%
2 Technology 13.99%
3 Healthcare 11.9%
4 Consumer Staples 9.91%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$31K 0.01%
233
-4,800
402
$31K 0.01%
500
403
$31K 0.01%
295
404
$30K 0.01%
268
405
$30K 0.01%
400
406
$30K 0.01%
2,194
407
$30K 0.01%
394
408
$30K 0.01%
1,088
409
$30K 0.01%
1,000
410
$29K 0.01%
625
-100
411
$29K 0.01%
965
-95
412
$29K 0.01%
300
413
$29K 0.01%
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414
$28K 0.01%
120
415
$28K 0.01%
795
-17,930
416
$28K 0.01%
192
417
$28K 0.01%
2,630
-340
418
$28K 0.01%
+2,920
419
$28K 0.01%
2,500
420
$28K 0.01%
700
421
$27K 0.01%
375
422
$27K 0.01%
1,715
423
$27K 0.01%
235
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424
$27K 0.01%
1,105
425
$27K 0.01%
1,207
-121
15 16
17
18 19