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
$508M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$8M
3
+$4.88M
4
NKE icon
Nike
NKE
+$4.74M
5
MCK icon
McKesson
MCK
+$2.42M

Top Sells

1
+$7.37M
2
+$6.1M
3
+$4.24M
4
JWN
Nordstrom
JWN
+$3.98M
5
JPM icon
JPMorgan Chase
JPM
+$1.83M

Sector Composition

1 Financials 15.24%
2 Technology 13.99%
3 Healthcare 11.9%
4 Consumer Staples 9.91%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.82M 1.34%
36,648
-1,138
27
$6.66M 1.31%
113,908
-871
28
$6.45M 1.27%
55,057
-1,693
29
$6.41M 1.26%
76,330
+1,932
30
$6.37M 1.25%
86,803
-3,405
31
$6.37M 1.25%
39,757
-1,716
32
$6.15M 1.21%
73,197
-50,474
33
$5.96M 1.17%
491,197
-17,564
34
$5.86M 1.15%
124,326
-5,457
35
$5.39M 1.06%
96,651
-1,463
36
$5.37M 1.06%
212,086
-6,777
37
$5.18M 1.02%
72,780
+68,654
38
$5.04M 0.99%
99,167
+93,333
39
$4.93M 0.97%
88,773
-1,648
40
$4M 0.79%
94,024
-4,050
41
$3.98M 0.78%
34,550
+16,002
42
$3.82M 0.75%
96,400
+55,040
43
$3.27M 0.64%
29,160
-245
44
$2.98M 0.59%
129,435
-3,279
45
$2.95M 0.58%
46,547
-1,959
46
$2.8M 0.55%
26,700
-160
47
$2.78M 0.55%
74,100
+19,040
48
$2.73M 0.54%
20,515
49
$2.55M 0.5%
44,186
-75
50
$2.5M 0.49%
21,000
-80
1
2
3 4 5