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
$484M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$2.33M
3
+$1.26M
4
MO icon
Altria Group
MO
+$332K
5
PM icon
Philip Morris
PM
+$294K

Top Sells

1
+$4.9M
2
+$4.82M
3
+$4.61M
4
C icon
Citigroup
C
+$4.5M
5
AAPL icon
Apple
AAPL
+$3.65M

Sector Composition

1 Technology 15%
2 Financials 14.04%
3 Healthcare 12.02%
4 Consumer Staples 9.7%
5 Industrials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$17K ﹤0.01%
417
477
$16K ﹤0.01%
300
-194
478
$16K ﹤0.01%
1,656
479
$16K ﹤0.01%
248
480
$16K ﹤0.01%
476
481
$16K ﹤0.01%
361
482
$16K ﹤0.01%
510
483
$16K ﹤0.01%
706
+237
484
$16K ﹤0.01%
298
+20
485
$16K ﹤0.01%
1,114
486
$15K ﹤0.01%
375
487
$15K ﹤0.01%
399
-111
488
$15K ﹤0.01%
165
+102
489
$15K ﹤0.01%
1,769
490
$15K ﹤0.01%
357
-177
491
$15K ﹤0.01%
300
492
$15K ﹤0.01%
312
-982
493
$15K ﹤0.01%
1,161
494
$15K ﹤0.01%
+1,055
495
$15K ﹤0.01%
374
496
$14K ﹤0.01%
609
497
$14K ﹤0.01%
8
498
$14K ﹤0.01%
400
499
$14K ﹤0.01%
144
500
$14K ﹤0.01%
811
18 19
20
21 22