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
$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
476
$19K ﹤0.01%
400
477
$19K ﹤0.01%
148
478
$19K ﹤0.01%
+321
479
$19K ﹤0.01%
270
+68
480
$18K ﹤0.01%
1,020
481
$18K ﹤0.01%
247
482
$18K ﹤0.01%
531
-68
483
$18K ﹤0.01%
566
484
$18K ﹤0.01%
657
485
$18K ﹤0.01%
231
486
$17K ﹤0.01%
1,000
487
$17K ﹤0.01%
811
488
$17K ﹤0.01%
+410
489
$17K ﹤0.01%
477
490
$17K ﹤0.01%
310
491
$17K ﹤0.01%
300
492
$17K ﹤0.01%
200
493
$17K ﹤0.01%
4,700
494
$17K ﹤0.01%
2,000
495
$16K ﹤0.01%
476
496
$16K ﹤0.01%
125
497
$16K ﹤0.01%
316
498
$16K ﹤0.01%
350
499
$16K ﹤0.01%
832
+187
500
$16K ﹤0.01%
417
-100
18 19
20
21 22