FIB

First Interstate Bank Portfolio holdings

AUM $1.7B
1-Year Est. Return 9.01%
This Quarter Est. Return
1 Year Est. Return
+9.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$474M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$5.08M
3
+$4.72M
4
MU icon
Micron Technology
MU
+$629K
5
JNJ icon
Johnson & Johnson
JNJ
+$551K

Top Sells

1
+$6.88M
2
+$5.4M
3
+$5.21M
4
AAPL icon
Apple
AAPL
+$710K
5
LOW icon
Lowe's Companies
LOW
+$494K

Sector Composition

1 Technology 15.36%
2 Financials 13.71%
3 Healthcare 9.44%
4 Consumer Discretionary 7.87%
5 Industrials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$23K ﹤0.01%
1,038
452
$23K ﹤0.01%
+25
453
$23K ﹤0.01%
690
+98
454
$23K ﹤0.01%
219
455
$23K ﹤0.01%
422
+56
456
$23K ﹤0.01%
125
457
$23K ﹤0.01%
200
458
$22K ﹤0.01%
710
459
$22K ﹤0.01%
350
460
$22K ﹤0.01%
322
461
$22K ﹤0.01%
+411
462
$21K ﹤0.01%
+271
463
$21K ﹤0.01%
+1,169
464
$21K ﹤0.01%
135
465
$21K ﹤0.01%
344
-132
466
$21K ﹤0.01%
300
-50
467
$21K ﹤0.01%
1,380
468
$21K ﹤0.01%
765
-495
469
$21K ﹤0.01%
1,200
470
$21K ﹤0.01%
455
471
$21K ﹤0.01%
495
472
$21K ﹤0.01%
10,330
473
$20K ﹤0.01%
670
474
$20K ﹤0.01%
1,196
475
$20K ﹤0.01%
558
+122
17 18
19
20 21