FIB

First Interstate Bank Portfolio holdings

AUM $1.86B
1-Year Est. Return 11.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$508M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$7.3M
3
+$4.86M
4
NKE icon
Nike
NKE
+$4.79M
5
MCK icon
McKesson
MCK
+$2.54M

Top Sells

1
+$6.82M
2
+$5.51M
3
+$4.51M
4
PG icon
Procter & Gamble
PG
+$4.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.71M

Sector Composition

1 Financials 15.24%
2 Technology 13.99%
3 Healthcare 11.9%
4 Consumer Staples 9.92%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$23K ﹤0.01%
3,400
452
$22K ﹤0.01%
400
453
$22K ﹤0.01%
494
+194
454
$22K ﹤0.01%
263
455
$22K ﹤0.01%
1,033
456
$22K ﹤0.01%
300
457
$22K ﹤0.01%
1,397
458
$21K ﹤0.01%
175
459
$21K ﹤0.01%
468
460
$21K ﹤0.01%
756
461
$21K ﹤0.01%
147
462
$21K ﹤0.01%
550
-230
463
$21K ﹤0.01%
1,114
464
$21K ﹤0.01%
480
465
$20K ﹤0.01%
700
466
$20K ﹤0.01%
+1,436
467
$20K ﹤0.01%
674
468
$20K ﹤0.01%
406
469
$20K ﹤0.01%
386
470
$19K ﹤0.01%
510
471
$19K ﹤0.01%
746
472
$19K ﹤0.01%
494
473
$19K ﹤0.01%
1,054
474
$19K ﹤0.01%
406
475
$19K ﹤0.01%
+200
17 18
19
20 21