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
$484M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$2.33M
3
+$1.26M
4
MO icon
Altria Group
MO
+$332K
5
PM icon
Philip Morris
PM
+$294K

Top Sells

1
+$4.9M
2
+$4.82M
3
+$4.61M
4
C icon
Citigroup
C
+$4.5M
5
AAPL icon
Apple
AAPL
+$3.65M

Sector Composition

1 Technology 15%
2 Financials 14.04%
3 Healthcare 12.02%
4 Consumer Staples 9.7%
5 Industrials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$23K ﹤0.01%
668
427
$23K ﹤0.01%
2,528
-2,378
428
$23K ﹤0.01%
1,033
429
$22K ﹤0.01%
+301
430
$22K ﹤0.01%
+658
431
$22K ﹤0.01%
700
432
$22K ﹤0.01%
746
433
$22K ﹤0.01%
400
434
$22K ﹤0.01%
528
-100
435
$22K ﹤0.01%
2,665
436
$21K ﹤0.01%
960
-60
437
$21K ﹤0.01%
235
-60
438
$21K ﹤0.01%
494
439
$21K ﹤0.01%
1,771
440
$21K ﹤0.01%
148
441
$21K ﹤0.01%
400
442
$20K ﹤0.01%
247
443
$20K ﹤0.01%
1,000
444
$20K ﹤0.01%
750
445
$20K ﹤0.01%
132
-15
446
$20K ﹤0.01%
3,400
447
$19K ﹤0.01%
+382
448
$19K ﹤0.01%
566
449
$19K ﹤0.01%
400
-800
450
$19K ﹤0.01%
657
16 17
18
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