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
$465M
AUM Growth
-$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$4.41M
3
+$2.15M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.98M
5
WMT icon
Walmart
WMT
+$1.62M

Top Sells

1
+$18.9M
2
+$7.68M
3
+$6.15M
4
DD
Du Pont De Nemours E I
DD
+$6.15M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.02M

Sector Composition

1 Financials 16.37%
2 Healthcare 14.61%
3 Technology 14.29%
4 Industrials 10.92%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$19K ﹤0.01%
125
477
$19K ﹤0.01%
295
478
$18K ﹤0.01%
+402
479
$18K ﹤0.01%
10
+7
480
$18K ﹤0.01%
248
481
$18K ﹤0.01%
476
482
$18K ﹤0.01%
230
483
$18K ﹤0.01%
236
484
$18K ﹤0.01%
120
485
$18K ﹤0.01%
344
486
$17K ﹤0.01%
811
487
$17K ﹤0.01%
1,769
488
$17K ﹤0.01%
316
489
$17K ﹤0.01%
310
490
$17K ﹤0.01%
510
491
$17K ﹤0.01%
592
492
– –
-1
493
$17K ﹤0.01%
750
494
$17K ﹤0.01%
1,281
+226
495
$17K ﹤0.01%
3,400
496
$16K ﹤0.01%
670
497
$16K ﹤0.01%
400
498
$16K ﹤0.01%
+432
499
$16K ﹤0.01%
1,161
500
$16K ﹤0.01%
400
-89
18 19
20
21 22