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
$410M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$4.57M
3
+$246K
4
AXP icon
American Express
AXP
+$165K
5
UNH icon
UnitedHealth
UNH
+$136K

Top Sells

1
+$6.06M
2
+$4.22M
3
+$1.37M
4
IBM icon
IBM
IBM
+$526K
5
MMM icon
3M
MMM
+$351K

Sector Composition

1 Technology 15.93%
2 Financials 14.39%
3 Industrials 13.07%
4 Energy 10.93%
5 Consumer Staples 10.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.43M 1.57%
104,200
+98
27
$6.36M 1.55%
180,123
-330
28
$6.24M 1.52%
154,434
+966
29
$6.08M 1.48%
80,974
-2,760
30
$6.03M 1.47%
71,738
+68,046
31
$5.98M 1.46%
65,855
-2,789
32
$5.97M 1.46%
387,088
+2,995
33
$5.59M 1.36%
215,204
-2,971
34
$5.31M 1.29%
74,035
-58
35
$5.3M 1.29%
83,831
+638
36
$5.29M 1.29%
60,741
-818
37
$5.25M 1.28%
44,116
-596
38
$5.14M 1.25%
83,122
+1,055
39
$5.12M 1.25%
43,180
+634
40
$5.07M 1.24%
87,882
-231
41
$4.57M 1.11%
+87,625
42
$4.42M 1.08%
51,400
-168
43
$4.3M 1.05%
115,351
+494
44
$4.2M 1.02%
148,099
+8,670
45
$3.59M 0.88%
135,000
-5,000
46
$3.39M 0.83%
74,453
-30,146
47
$3.1M 0.76%
84,182
-5,402
48
$2.56M 0.63%
131,238
-8,941
49
$1.99M 0.48%
170,858
-5,352
50
$1.31M 0.32%
26,561
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