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
$480M
AUM Growth
+$2.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$2.93M
3
+$2.55M
4
AAPL icon
Apple
AAPL
+$1.57M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$854K

Top Sells

1
+$6.51M
2
+$4.91M
3
+$1.62M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$831K
5
SNY icon
Sanofi
SNY
+$410K

Sector Composition

1 Technology 15.41%
2 Financials 14.6%
3 Healthcare 12.83%
4 Consumer Staples 12.16%
5 Energy 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$25K 0.01%
750
427
$24K 0.01%
316
-388
428
$24K 0.01%
360
429
$24K 0.01%
300
430
$24K 0.01%
330
431
$24K 0.01%
788
432
$24K 0.01%
924
433
$24K 0.01%
196
434
$23K ﹤0.01%
1,130
435
$23K ﹤0.01%
468
436
$23K ﹤0.01%
+428
437
$23K ﹤0.01%
2,194
438
$23K ﹤0.01%
300
439
$22K ﹤0.01%
970
440
$22K ﹤0.01%
534
441
$22K ﹤0.01%
300
-51
442
$22K ﹤0.01%
2,630
443
$22K ﹤0.01%
+960
444
$22K ﹤0.01%
147
445
$22K ﹤0.01%
3,635
446
$22K ﹤0.01%
400
-85
447
$22K ﹤0.01%
+1,235
448
$22K ﹤0.01%
300
449
$22K ﹤0.01%
470
450
$21K ﹤0.01%
890
16 17
18
19 20