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
$480M
AUM Growth
+$2.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$2.93M
3
+$2.55M
4
AAPL icon
Apple
AAPL
+$1.57M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$854K

Top Sells

1
+$6.51M
2
+$4.91M
3
+$1.62M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$831K
5
SNY icon
Sanofi
SNY
+$410K

Sector Composition

1 Technology 15.41%
2 Financials 14.6%
3 Healthcare 12.83%
4 Consumer Staples 12.16%
5 Energy 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$21K ﹤0.01%
700
452
$21K ﹤0.01%
175
453
$21K ﹤0.01%
2,250
454
$21K ﹤0.01%
310
455
$21K ﹤0.01%
500
-9,760
456
$21K ﹤0.01%
96
457
$21K ﹤0.01%
493
458
$20K ﹤0.01%
500
459
$20K ﹤0.01%
1,771
460
$20K ﹤0.01%
778
461
$20K ﹤0.01%
2,000
462
$20K ﹤0.01%
110
+80
463
$19K ﹤0.01%
200
464
$19K ﹤0.01%
600
465
$19K ﹤0.01%
400
466
$19K ﹤0.01%
1,000
467
$19K ﹤0.01%
493
468
$19K ﹤0.01%
406
469
$19K ﹤0.01%
413
470
$19K ﹤0.01%
480
-210
471
$18K ﹤0.01%
1,000
472
$18K ﹤0.01%
+1,107
473
$18K ﹤0.01%
1,000
474
$18K ﹤0.01%
148
475
$18K ﹤0.01%
200
17 18
19
20 21