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
$469M
AUM Growth
-$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
844
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$6.22M
3
+$3.64M
4
DIS icon
Walt Disney
DIS
+$2.85M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.82M

Top Sells

1
+$2.17M
2
+$1.96M
3
+$823K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$819K
5
DD
Du Pont De Nemours E I
DD
+$131K

Sector Composition

1 Technology 15.75%
2 Financials 14.97%
3 Healthcare 12.87%
4 Consumer Staples 11.82%
5 Energy 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$32K 0.01%
+550
427
$32K 0.01%
+4,890
428
$32K 0.01%
+848
429
$31K 0.01%
+266
430
$31K 0.01%
+2,420
431
$31K 0.01%
+288
432
$31K 0.01%
+1,186
433
$31K 0.01%
+950
434
$31K 0.01%
+1,175
435
$30K 0.01%
+5,000
436
$30K 0.01%
+242
437
$30K 0.01%
+505
438
$30K 0.01%
+750
439
$29K 0.01%
+400
440
$29K 0.01%
+1,915
441
$29K 0.01%
+619
442
$29K 0.01%
+385
443
$29K 0.01%
+322
444
$29K 0.01%
+597
445
$29K 0.01%
+300
446
$28K 0.01%
+354
447
$28K 0.01%
+1,763
448
$28K 0.01%
+2,000
449
$27K 0.01%
+275
450
$27K 0.01%
+2,794
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