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
501
$17K ﹤0.01%
245
-160
502
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102
-40
503
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179
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504
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1,769
505
$17K ﹤0.01%
250
506
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357
507
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100
508
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302
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509
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339
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511
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236
512
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495
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200
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515
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122
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516
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292
-9
517
$16K ﹤0.01%
570
518
$16K ﹤0.01%
1,850
519
$16K ﹤0.01%
884
+346
520
$15K ﹤0.01%
500
521
$15K ﹤0.01%
+621
522
$15K ﹤0.01%
600
-675
523
$15K ﹤0.01%
120
524
$15K ﹤0.01%
154
+47
525
$15K ﹤0.01%
311
-337
19 20
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