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
$477M
AUM Growth
-$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.47M
3
+$2.19M
4
FDX icon
FedEx
FDX
+$1.09M
5
C icon
Citigroup
C
+$352K

Top Sells

1
+$4.76M
2
+$3.4M
3
+$747K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$740K
5
CB icon
Chubb
CB
+$579K

Sector Composition

1 Technology 16.22%
2 Financials 14.27%
3 Healthcare 12.38%
4 Consumer Staples 12.21%
5 Industrials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$16K ﹤0.01%
1,769
-195
502
$16K ﹤0.01%
1,275
503
$16K ﹤0.01%
200
504
$16K ﹤0.01%
650
505
$16K ﹤0.01%
396
506
$16K ﹤0.01%
263
507
$15K ﹤0.01%
63
508
$15K ﹤0.01%
127
509
$15K ﹤0.01%
385
510
$15K ﹤0.01%
1,161
511
$15K ﹤0.01%
231
512
$15K ﹤0.01%
400
513
$15K ﹤0.01%
300
514
$15K ﹤0.01%
125
515
$15K ﹤0.01%
300
516
$15K ﹤0.01%
364
-135
517
$14K ﹤0.01%
75
518
$14K ﹤0.01%
510
519
$14K ﹤0.01%
476
520
$14K ﹤0.01%
+378
521
$14K ﹤0.01%
212
522
$14K ﹤0.01%
384
523
$14K ﹤0.01%
2,500
524
$14K ﹤0.01%
346
525
$14K ﹤0.01%
374
19 20
21
22 23