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
$477M
AUM Growth
-$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.47M
3
+$2.19M
4
FDX icon
FedEx
FDX
+$1.09M
5
C icon
Citigroup
C
+$352K

Top Sells

1
+$4.76M
2
+$3.4M
3
+$747K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$740K
5
CB icon
Chubb
CB
+$579K

Sector Composition

1 Technology 16.22%
2 Financials 14.27%
3 Healthcare 12.38%
4 Consumer Staples 12.21%
5 Industrials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$26K 0.01%
300
427
$26K 0.01%
583
-265
428
$26K 0.01%
300
429
$26K 0.01%
295
430
$25K 0.01%
502
431
$25K 0.01%
1,700
432
$25K 0.01%
351
+51
433
$24K 0.01%
360
434
$24K 0.01%
+1,130
435
$24K 0.01%
242
436
$24K 0.01%
394
437
$24K 0.01%
470
438
$24K 0.01%
515
-150
439
$24K 0.01%
924
440
$23K ﹤0.01%
330
441
$23K ﹤0.01%
2,194
442
$23K ﹤0.01%
2,250
+500
443
$23K ﹤0.01%
+493
444
$23K ﹤0.01%
788
445
$23K ﹤0.01%
485
-6,815
446
$23K ﹤0.01%
700
447
$22K ﹤0.01%
970
-127
448
$22K ﹤0.01%
547
-100
449
$22K ﹤0.01%
468
450
$22K ﹤0.01%
500
16 17
18
19 20