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
526
$17K ﹤0.01%
+547
527
$17K ﹤0.01%
+75
528
$16K ﹤0.01%
+1,964
529
$16K ﹤0.01%
+500
530
$16K ﹤0.01%
+291
531
$16K ﹤0.01%
+212
532
$16K ﹤0.01%
+1,000
533
$16K ﹤0.01%
+250
534
$16K ﹤0.01%
+208
535
$16K ﹤0.01%
+3,200
536
$16K ﹤0.01%
+265
537
$16K ﹤0.01%
+278
538
$16K ﹤0.01%
+263
539
$16K ﹤0.01%
+346
540
$16K ﹤0.01%
+46
541
$15K ﹤0.01%
+300
542
$15K ﹤0.01%
+496
543
$15K ﹤0.01%
+662
544
$15K ﹤0.01%
+360
545
$15K ﹤0.01%
+510
546
$15K ﹤0.01%
+476
547
$15K ﹤0.01%
+200
548
$15K ﹤0.01%
+600
549
$15K ﹤0.01%
+249
550
$15K ﹤0.01%
+259
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