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
$508M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$8M
3
+$4.88M
4
NKE icon
Nike
NKE
+$4.74M
5
MCK icon
McKesson
MCK
+$2.42M

Top Sells

1
+$7.37M
2
+$6.1M
3
+$4.24M
4
JWN
Nordstrom
JWN
+$3.98M
5
JPM icon
JPMorgan Chase
JPM
+$1.83M

Sector Composition

1 Financials 15.24%
2 Technology 13.99%
3 Healthcare 11.9%
4 Consumer Staples 9.91%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$27K 0.01%
4,247
427
$26K 0.01%
330
428
$26K 0.01%
2,750
-4,818
429
$26K 0.01%
653
430
– –
0
431
$26K 0.01%
1,300
432
$26K 0.01%
300
433
$25K ﹤0.01%
300
434
$25K ﹤0.01%
1,107
435
$25K ﹤0.01%
628
436
$24K ﹤0.01%
346
-13
437
$24K ﹤0.01%
534
438
$24K ﹤0.01%
1,591
+316
439
$24K ﹤0.01%
300
440
$24K ﹤0.01%
1,771
441
$24K ﹤0.01%
470
442
$24K ﹤0.01%
4,000
-1,574
443
$23K ﹤0.01%
295
-65
444
$23K ﹤0.01%
200
445
$23K ﹤0.01%
400
446
$23K ﹤0.01%
1,000
447
$23K ﹤0.01%
132
448
$23K ﹤0.01%
750
449
$23K ﹤0.01%
2,665
-970
450
$23K ﹤0.01%
300
16 17
18
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