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
$451M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Sells

1 +$5.25M
2 +$4.96M
3 +$4.32M
4
JPM icon
JPMorgan Chase
JPM
+$2.46M
5
AAPL icon
Apple
AAPL
+$657K

Sector Composition

1 Technology 13.44%
2 Financials 12.14%
3 Healthcare 8.14%
4 Consumer Discretionary 7.78%
5 Consumer Staples 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$27K 0.01%
765
427
$27K 0.01%
455
428
$27K 0.01%
587
429
$26K 0.01%
200
430
$26K 0.01%
1,380
431
$26K 0.01%
858
432
$26K 0.01%
+193
433
$26K 0.01%
1,100
434
$25K 0.01%
235
435
$25K 0.01%
385
436
$25K 0.01%
471
437
$25K 0.01%
525
438
$25K 0.01%
557
439
$24K 0.01%
811
-23
440
$24K 0.01%
623
441
$24K 0.01%
249
442
$24K 0.01%
200
443
$24K 0.01%
278
444
$24K 0.01%
602
445
$24K 0.01%
+608
446
$24K 0.01%
570
447
$24K 0.01%
200
448
$24K 0.01%
2,150
+378
449
$23K 0.01%
132
450
$23K 0.01%
1,365