FIB

First Interstate Bank Portfolio holdings

AUM $1.81B
1-Year Est. Return 8.66%
This Quarter Est. Return
1 Year Est. Return
+8.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$469M
AUM Growth
-$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
844
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$6.22M
3
+$3.64M
4
DIS icon
Walt Disney
DIS
+$2.85M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.82M

Top Sells

1
+$2.17M
2
+$1.96M
3
+$823K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$819K
5
DD
Du Pont De Nemours E I
DD
+$131K

Sector Composition

1 Technology 15.75%
2 Financials 14.97%
3 Healthcare 12.87%
4 Consumer Staples 11.82%
5 Energy 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$22K ﹤0.01%
+534
477
$22K ﹤0.01%
+1,160
478
$22K ﹤0.01%
+882
479
$22K ﹤0.01%
+665
480
$22K ﹤0.01%
+700
481
$21K ﹤0.01%
+375
482
$21K ﹤0.01%
+647
483
$21K ﹤0.01%
+627
484
$21K ﹤0.01%
+537
485
$21K ﹤0.01%
+400
486
$21K ﹤0.01%
+2,000
487
$20K ﹤0.01%
+603
488
$20K ﹤0.01%
+271
489
$20K ﹤0.01%
+592
490
$20K ﹤0.01%
+242
491
$20K ﹤0.01%
+300
492
$20K ﹤0.01%
+650
493
$20K ﹤0.01%
+1,060
494
$20K ﹤0.01%
12,000
-6,588
495
$20K ﹤0.01%
+690
496
$20K ﹤0.01%
+1,397
497
$19K ﹤0.01%
+240
498
$19K ﹤0.01%
+175
499
$19K ﹤0.01%
+468
500
$19K ﹤0.01%
+480
18 19
20
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