FIB

First Interstate Bank Portfolio holdings

AUM $1.86B
1-Year Est. Return 11.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$482M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1 +$3.69M
2 +$2.07M
3 +$1.49M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.47M
5
XOM icon
Exxon Mobil
XOM
+$1.18M

Top Sells

1 +$3.9M
2 +$2.71M
3 +$2.04M
4
BHP icon
BHP
BHP
+$1.75M
5
AMZN icon
Amazon
AMZN
+$1.18M

Sector Composition

1 Technology 15.31%
2 Financials 15.02%
3 Healthcare 12.92%
4 Consumer Staples 12.15%
5 Energy 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$25K 0.01%
2,000
452
$25K 0.01%
647
453
$24K 0.01%
360
454
$24K 0.01%
300
455
$24K 0.01%
357
456
$24K 0.01%
394
457
$23K ﹤0.01%
7,000
458
$22K ﹤0.01%
502
+442
459
$22K ﹤0.01%
375
460
$22K ﹤0.01%
468
461
$22K ﹤0.01%
500
462
$22K ﹤0.01%
470
463
$22K ﹤0.01%
788
464
$22K ﹤0.01%
700
465
$22K ﹤0.01%
1,114
+144
466
$21K ﹤0.01%
627
467
$21K ﹤0.01%
242
468
$21K ﹤0.01%
300
469
$21K ﹤0.01%
650
470
$21K ﹤0.01%
1,556
+810
471
$21K ﹤0.01%
147
472
$21K ﹤0.01%
196
-522
473
$21K ﹤0.01%
690
474
$21K ﹤0.01%
547
475
$20K ﹤0.01%
603