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
$469M
AUM Growth
-$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
844
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$6.22M
3
+$3.64M
4
DIS icon
Walt Disney
DIS
+$2.85M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.82M

Top Sells

1
+$2.17M
2
+$1.96M
3
+$823K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$819K
5
DD
Du Pont De Nemours E I
DD
+$131K

Sector Composition

1 Technology 15.75%
2 Financials 14.97%
3 Healthcare 12.87%
4 Consumer Staples 11.82%
5 Energy 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$27K 0.01%
+1,600
452
$27K 0.01%
+667
453
$27K 0.01%
+1,191
454
$27K 0.01%
+736
455
$26K 0.01%
+400
456
$26K 0.01%
+357
457
$25K 0.01%
+1,097
458
$25K 0.01%
+469
459
$25K 0.01%
+1,700
460
$25K 0.01%
+300
461
$25K 0.01%
+750
462
$25K 0.01%
+295
463
$24K 0.01%
+300
464
$24K 0.01%
+394
465
$24K 0.01%
+714
466
$24K 0.01%
+400
467
$24K 0.01%
+924
468
$23K ﹤0.01%
+363
469
$23K ﹤0.01%
+470
470
$23K ﹤0.01%
+5,525
471
$23K ﹤0.01%
+788
472
$23K ﹤0.01%
+533
473
$22K ﹤0.01%
+7,000
474
$22K ﹤0.01%
+360
475
$22K ﹤0.01%
+300
17 18
19
20 21