FIB

First Interstate Bank Portfolio holdings

AUM $1.86B
1-Year Est. Return 11.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$508M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$7.3M
3
+$4.86M
4
NKE icon
Nike
NKE
+$4.79M
5
MCK icon
McKesson
MCK
+$2.54M

Top Sells

1
+$6.82M
2
+$5.51M
3
+$4.51M
4
PG icon
Procter & Gamble
PG
+$4.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.71M

Sector Composition

1 Financials 15.24%
2 Technology 13.99%
3 Healthcare 11.9%
4 Consumer Staples 9.92%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$15K ﹤0.01%
609
502
$15K ﹤0.01%
375
503
$15K ﹤0.01%
1,656
504
$15K ﹤0.01%
248
-991
505
$15K ﹤0.01%
300
506
$15K ﹤0.01%
600
507
$15K ﹤0.01%
+361
508
$15K ﹤0.01%
510
+249
509
$15K ﹤0.01%
1,161
510
$15K ﹤0.01%
230
-22
511
$15K ﹤0.01%
1,000
512
$15K ﹤0.01%
278
513
$14K ﹤0.01%
127
514
$14K ﹤0.01%
745
-2,110
515
$14K ﹤0.01%
258
-70
516
$14K ﹤0.01%
1,769
517
$14K ﹤0.01%
384
518
$14K ﹤0.01%
205
519
$14K ﹤0.01%
388
-11,390
520
$14K ﹤0.01%
+400
521
$14K ﹤0.01%
329
522
$14K ﹤0.01%
365
523
$14K ﹤0.01%
80
+14
524
$13K ﹤0.01%
75
525
$13K ﹤0.01%
144
19 20
21
22 23