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
$465M
AUM Growth
-$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$4.41M
3
+$2.15M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.98M
5
WMT icon
Walmart
WMT
+$1.62M

Top Sells

1
+$18.9M
2
+$7.68M
3
+$6.15M
4
DD
Du Pont De Nemours E I
DD
+$6.15M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.02M

Sector Composition

1 Financials 16.37%
2 Healthcare 14.61%
3 Technology 14.29%
4 Industrials 10.92%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$33K 0.01%
1,000
402
$32K 0.01%
300
403
$31K 0.01%
200
404
$30K 0.01%
2,400
+1,000
405
$30K 0.01%
417
-73
406
$30K 0.01%
678
+150
407
$30K 0.01%
1,300
408
$30K 0.01%
1,027
-180
409
$30K 0.01%
950
410
$29K 0.01%
594
411
$29K 0.01%
2,138
+175
412
$29K 0.01%
700
413
$28K 0.01%
1,487
414
$27K 0.01%
965
415
$27K 0.01%
468
416
$27K 0.01%
260
-70
417
$27K 0.01%
2,162
-2,298
418
$27K 0.01%
494
419
$27K 0.01%
1,295
420
$27K 0.01%
1,500
421
$27K 0.01%
470
422
$27K 0.01%
1,405
-13,368
423
$26K 0.01%
138
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424
$25K 0.01%
500
425
$25K 0.01%
1,275
15 16
17
18 19