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
$480M
AUM Growth
+$2.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$2.93M
3
+$2.55M
4
AAPL icon
Apple
AAPL
+$1.57M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$854K

Top Sells

1
+$6.51M
2
+$4.91M
3
+$1.62M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$831K
5
SNY icon
Sanofi
SNY
+$410K

Sector Composition

1 Technology 15.41%
2 Financials 14.6%
3 Healthcare 12.83%
4 Consumer Staples 12.16%
5 Energy 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$18K ﹤0.01%
2,000
477
$18K ﹤0.01%
+877
478
$17K ﹤0.01%
566
-148
479
$17K ﹤0.01%
756
480
$17K ﹤0.01%
650
481
$17K ﹤0.01%
668
482
$17K ﹤0.01%
1,300
483
$17K ﹤0.01%
346
484
$17K ﹤0.01%
300
485
$17K ﹤0.01%
4,700
486
$17K ﹤0.01%
517
-116
487
$16K ﹤0.01%
670
488
$16K ﹤0.01%
+1,020
489
$16K ﹤0.01%
1,656
+1,104
490
$16K ﹤0.01%
127
491
$16K ﹤0.01%
378
492
$16K ﹤0.01%
1,275
493
$16K ﹤0.01%
656
494
$16K ﹤0.01%
231
495
$16K ﹤0.01%
300
496
$16K ﹤0.01%
125
497
$16K ﹤0.01%
263
498
$15K ﹤0.01%
404
+137
499
$15K ﹤0.01%
476
500
$15K ﹤0.01%
1,769
18 19
20
21 22