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
26
$6.74M 1.42%
150,393
+501
27
$6.47M 1.36%
55,196
+298
28
$6.33M 1.34%
147,391
-2,508
29
$6.33M 1.33%
26,269
-544
30
$6.3M 1.33%
69,505
-1,835
31
$6.29M 1.33%
116,714
+1,032
32
$6.26M 1.32%
51,216
-1,380
33
$6.19M 1.3%
108,901
-6,765
34
$6.14M 1.29%
+125,252
35
$6.02M 1.27%
46,418
-1,118
36
$5.9M 1.24%
188,541
-3,282
37
$5.75M 1.21%
184,572
-5,466
38
$5.19M 1.1%
51,860
-380
39
$4.53M 0.95%
164,220
+2,051
40
$4.16M 0.88%
68,234
-6,807
41
$3.84M 0.81%
20,515
42
$2.96M 0.62%
43,508
+733
43
$2.79M 0.59%
64,989
+3,000
44
$2.48M 0.52%
8,482
45
$2.1M 0.44%
62,985
+3,990
46
$2.03M 0.43%
30,027
+40
47
$2.03M 0.43%
34,991
+303
48
$2.02M 0.43%
24,313
-1,497
49
$1.92M 0.41%
13,923
+3,985
50
$1.87M 0.39%
12,440
-669
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2
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