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
$469M
AUM Growth
-$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
844
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$6.22M
3
+$3.64M
4
DIS icon
Walt Disney
DIS
+$2.85M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.82M

Top Sells

1
+$2.17M
2
+$1.96M
3
+$823K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$819K
5
DD
Du Pont De Nemours E I
DD
+$131K

Sector Composition

1 Technology 15.75%
2 Financials 14.97%
3 Healthcare 12.87%
4 Consumer Staples 11.82%
5 Energy 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$19K ﹤0.01%
+2,000
502
$19K ﹤0.01%
+470
503
$19K ﹤0.01%
+330
504
$18K ﹤0.01%
+670
505
$18K ﹤0.01%
+700
506
$18K ﹤0.01%
+1,250
507
$18K ﹤0.01%
+500
508
$18K ﹤0.01%
+387
509
$18K ﹤0.01%
+1,750
510
$18K ﹤0.01%
+890
511
$18K ﹤0.01%
+1,467
512
$18K ﹤0.01%
+96
513
$18K ﹤0.01%
+562
514
$18K ﹤0.01%
+147
515
$18K ﹤0.01%
+200
516
$18K ﹤0.01%
+342
517
$18K ﹤0.01%
+300
518
$17K ﹤0.01%
+585
519
$17K ﹤0.01%
+654
520
$17K ﹤0.01%
+1,000
521
$17K ﹤0.01%
+300
522
$17K ﹤0.01%
+1,410
523
$17K ﹤0.01%
+2,500
524
$17K ﹤0.01%
+1,000
525
$17K ﹤0.01%
+970
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