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
$484M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$2.33M
3
+$1.26M
4
MO icon
Altria Group
MO
+$332K
5
PM icon
Philip Morris
PM
+$294K

Top Sells

1
+$4.9M
2
+$4.82M
3
+$4.61M
4
C icon
Citigroup
C
+$4.5M
5
AAPL icon
Apple
AAPL
+$3.65M

Sector Composition

1 Technology 15%
2 Financials 14.04%
3 Healthcare 12.02%
4 Consumer Staples 9.7%
5 Industrials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$14K ﹤0.01%
316
502
$14K ﹤0.01%
1,000
503
$14K ﹤0.01%
750
504
$14K ﹤0.01%
120
505
$14K ﹤0.01%
174
-89
506
$13K ﹤0.01%
250
507
$13K ﹤0.01%
+312
508
$13K ﹤0.01%
600
509
$13K ﹤0.01%
+300
510
$13K ﹤0.01%
630
511
$13K ﹤0.01%
76
-56
512
$13K ﹤0.01%
+190
513
$13K ﹤0.01%
329
514
$12K ﹤0.01%
102
515
$12K ﹤0.01%
500
516
$12K ﹤0.01%
100
-27
517
$12K ﹤0.01%
120
518
$12K ﹤0.01%
520
519
$12K ﹤0.01%
382
520
$12K ﹤0.01%
500
521
$12K ﹤0.01%
388
522
$12K ﹤0.01%
10
523
$12K ﹤0.01%
200
524
$12K ﹤0.01%
353
525
$12K ﹤0.01%
4,700
19 20
21
22 23