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
$448M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1 +$3.8M
2 +$1.93M
3 +$1.73M
4
MA icon
Mastercard
MA
+$560K
5
MDLZ icon
Mondelez International
MDLZ
+$510K

Top Sells

1 +$3M
2 +$2.93M
3 +$2.4M
4
PWR icon
Quanta Services
PWR
+$1.77M
5
EMR icon
Emerson Electric
EMR
+$1.4M

Sector Composition

1 Technology 14.63%
2 Financials 11.94%
3 Consumer Discretionary 8.16%
4 Healthcare 7.61%
5 Consumer Staples 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$14K ﹤0.01%
287
-138
427
$14K ﹤0.01%
450
428
$13K ﹤0.01%
150
-50
429
$13K ﹤0.01%
120
430
$13K ﹤0.01%
100
431
$13K ﹤0.01%
529
432
$13K ﹤0.01%
936
433
$13K ﹤0.01%
250
434
$13K ﹤0.01%
385
+65
435
$12K ﹤0.01%
100
436
$12K ﹤0.01%
250
437
$12K ﹤0.01%
600
438
$12K ﹤0.01%
200
439
$11K ﹤0.01%
+460
440
$11K ﹤0.01%
190
441
$11K ﹤0.01%
325
442
$11K ﹤0.01%
453
443
$11K ﹤0.01%
50
444
$11K ﹤0.01%
380
445
$11K ﹤0.01%
130
446
$11K ﹤0.01%
353
447
$10K ﹤0.01%
500
448
$10K ﹤0.01%
300
-50
449
$10K ﹤0.01%
150
450
$10K ﹤0.01%
30