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
$477M
AUM Growth
-$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.47M
3
+$2.19M
4
FDX icon
FedEx
FDX
+$1.09M
5
C icon
Citigroup
C
+$352K

Top Sells

1
+$4.76M
2
+$3.4M
3
+$747K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$740K
5
CB icon
Chubb
CB
+$579K

Sector Composition

1 Technology 16.22%
2 Financials 14.27%
3 Healthcare 12.38%
4 Consumer Staples 12.21%
5 Industrials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$22K ﹤0.01%
714
452
$22K ﹤0.01%
2,630
-1,500
453
$22K ﹤0.01%
656
454
$22K ﹤0.01%
778
-130
455
$22K ﹤0.01%
750
456
$22K ﹤0.01%
3,635
+435
457
$22K ﹤0.01%
+478
458
$22K ﹤0.01%
2,000
459
$22K ﹤0.01%
196
460
$22K ﹤0.01%
2,000
461
$22K ﹤0.01%
690
462
$22K ﹤0.01%
547
463
$22K ﹤0.01%
633
464
$22K ﹤0.01%
4,247
465
$21K ﹤0.01%
147
466
$21K ﹤0.01%
300
+100
467
$21K ﹤0.01%
470
468
$21K ﹤0.01%
493
+186
469
$20K ﹤0.01%
700
470
$20K ﹤0.01%
175
471
$20K ﹤0.01%
1,556
472
$20K ﹤0.01%
96
473
$19K ﹤0.01%
890
-82
474
$19K ﹤0.01%
240
475
$19K ﹤0.01%
534
17 18
19
20 21