FIB

First Interstate Bank Portfolio holdings

AUM $1.7B
1-Year Est. Return 9.01%
This Quarter Est. Return
1 Year Est. Return
+9.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$474M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$5.08M
3
+$4.72M
4
MU icon
Micron Technology
MU
+$629K
5
JNJ icon
Johnson & Johnson
JNJ
+$551K

Top Sells

1
+$6.88M
2
+$5.4M
3
+$5.21M
4
AAPL icon
Apple
AAPL
+$710K
5
LOW icon
Lowe's Companies
LOW
+$494K

Sector Composition

1 Technology 15.36%
2 Financials 13.71%
3 Healthcare 9.44%
4 Consumer Discretionary 7.87%
5 Industrials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$34K 0.01%
351
-2,086
402
$33K 0.01%
1,000
403
$33K 0.01%
2,900
404
$33K 0.01%
1,484
405
$32K 0.01%
1,295
406
$31K 0.01%
625
407
$31K 0.01%
200
408
$31K 0.01%
525
-315
409
$30K 0.01%
900
410
$30K 0.01%
192
411
$30K 0.01%
300
412
$30K 0.01%
95
413
$30K 0.01%
1,027
414
$30K 0.01%
700
415
$28K 0.01%
5,000
-2,000
416
$28K 0.01%
195
417
$28K 0.01%
260
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418
$28K 0.01%
750
419
$28K 0.01%
950
420
$28K 0.01%
439
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421
$27K 0.01%
414
422
$27K 0.01%
235
423
$27K 0.01%
2,400
424
$27K 0.01%
2,200
425
$27K 0.01%
385
15 16
17
18 19