FIB

First Interstate Bank Portfolio holdings

AUM $1.7B
1-Year Est. Return 9.01%
This Quarter Est. Return
1 Year Est. Return
+9.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$474M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$5.08M
3
+$4.72M
4
MU icon
Micron Technology
MU
+$629K
5
JNJ icon
Johnson & Johnson
JNJ
+$551K

Top Sells

1
+$6.88M
2
+$5.4M
3
+$5.21M
4
AAPL icon
Apple
AAPL
+$710K
5
LOW icon
Lowe's Companies
LOW
+$494K

Sector Composition

1 Technology 15.36%
2 Financials 13.71%
3 Healthcare 9.44%
4 Consumer Discretionary 7.87%
5 Industrials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$20K ﹤0.01%
365
-25
477
$20K ﹤0.01%
471
478
$20K ﹤0.01%
2,760
479
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160
480
$20K ﹤0.01%
300
481
$20K ﹤0.01%
611
482
$20K ﹤0.01%
278
-108
483
$20K ﹤0.01%
484
484
$20K ﹤0.01%
843
-436
485
$20K ﹤0.01%
1,481
+200
486
$20K ﹤0.01%
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487
$19K ﹤0.01%
145
488
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317
489
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232
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490
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585
-65
491
$19K ﹤0.01%
697
492
$19K ﹤0.01%
300
493
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494
$19K ﹤0.01%
945
495
$19K ﹤0.01%
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496
$18K ﹤0.01%
1,000
497
$18K ﹤0.01%
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498
$18K ﹤0.01%
200
499
$18K ﹤0.01%
1,000
500
$17K ﹤0.01%
490
18 19
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