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

Top Buys

1 +$11.6M
2 +$7.3M
3 +$4.86M
4
NKE icon
Nike
NKE
+$4.79M
5
MCK icon
McKesson
MCK
+$2.54M

Top Sells

1 +$6.82M
2 +$5.51M
3 +$4.51M
4
PG icon
Procter & Gamble
PG
+$4.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.71M

Sector Composition

1 Financials 15.24%
2 Technology 13.99%
3 Healthcare 11.9%
4 Consumer Staples 9.92%
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%
+767
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
+24
424
$27K 0.01%
1,105
425
$27K 0.01%
1,207
-121