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
$951M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$91.1M
3
+$72.8M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$71M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$52.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.62%
2 Consumer Discretionary 3.79%
3 Financials 3.55%
4 Communication Services 2.6%
5 Consumer Staples 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.87M 0.62%
+110,712
27
$5.87M 0.62%
+124,836
28
$5.86M 0.62%
+83,705
29
$5.86M 0.62%
+139,965
30
$5.42M 0.57%
+13,540
31
$5.25M 0.55%
+29,856
32
$5.17M 0.54%
+28,928
33
$5.04M 0.53%
+80,633
34
$4.88M 0.51%
+11,406
35
$4.82M 0.51%
+25,158
36
$4.72M 0.5%
+85,509
37
$4.71M 0.5%
+30,288
38
$4.67M 0.49%
+13,429
39
$4.46M 0.47%
+78,303
40
$4.45M 0.47%
+26,947
41
$4.43M 0.47%
+20,141
42
$4.43M 0.47%
+14,841
43
$4.41M 0.46%
+65,988
44
$4.25M 0.45%
+11,205
45
$4.13M 0.43%
+52,329
46
$4.02M 0.42%
+16,438
47
$3.97M 0.42%
+17,193
48
$3.87M 0.41%
+40,521
49
$3.65M 0.38%
+51,617
50
$3.4M 0.36%
+15,495
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