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
$484M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$2.33M
3
+$1.26M
4
MO icon
Altria Group
MO
+$332K
5
PM icon
Philip Morris
PM
+$294K

Top Sells

1
+$4.9M
2
+$4.82M
3
+$4.61M
4
C icon
Citigroup
C
+$4.5M
5
AAPL icon
Apple
AAPL
+$3.65M

Sector Composition

1 Technology 15%
2 Financials 14.04%
3 Healthcare 12.02%
4 Consumer Staples 9.7%
5 Industrials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$19K ﹤0.01%
200
452
$19K ﹤0.01%
400
453
$19K ﹤0.01%
945
+113
454
$18K ﹤0.01%
258
455
$18K ﹤0.01%
1,000
456
$18K ﹤0.01%
310
457
$18K ﹤0.01%
808
-246
458
$18K ﹤0.01%
231
459
$18K ﹤0.01%
406
460
$18K ﹤0.01%
236
-64
461
$18K ﹤0.01%
295
-21
462
$18K ﹤0.01%
386
463
$18K ﹤0.01%
215
-55
464
$18K ﹤0.01%
350
465
$17K ﹤0.01%
135
-40
466
$17K ﹤0.01%
226
+39
467
$17K ﹤0.01%
410
468
$17K ﹤0.01%
600
469
$17K ﹤0.01%
331
-75
470
$17K ﹤0.01%
230
471
$17K ﹤0.01%
125
472
$17K ﹤0.01%
344
+138
473
$17K ﹤0.01%
300
474
$17K ﹤0.01%
200
475
$17K ﹤0.01%
365
17 18
19
20 21