FIB

First Interstate Bank Portfolio holdings

AUM $1.86B
1-Year Est. Return 11.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$482M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$2.07M
3
+$1.49M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.47M
5
XOM icon
Exxon Mobil
XOM
+$1.18M

Top Sells

1
+$3.9M
2
+$2.71M
3
+$2.04M
4
BHP icon
BHP
BHP
+$1.75M
5
AMZN icon
Amazon
AMZN
+$1.18M

Sector Composition

1 Technology 15.31%
2 Financials 15.02%
3 Healthcare 12.92%
4 Consumer Staples 12.15%
5 Energy 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$15K ﹤0.01%
350
527
$15K ﹤0.01%
496
528
$15K ﹤0.01%
63
529
$15K ﹤0.01%
1,275
-4,085
530
$15K ﹤0.01%
200
531
$15K ﹤0.01%
1,771
532
$15K ﹤0.01%
310
533
$15K ﹤0.01%
1,161
534
$15K ﹤0.01%
231
535
$15K ﹤0.01%
259
536
$15K ﹤0.01%
406
537
$15K ﹤0.01%
139
538
$15K ﹤0.01%
200
539
$14K ﹤0.01%
75
540
$14K ﹤0.01%
441
541
$14K ﹤0.01%
120
542
$14K ﹤0.01%
249
543
$14K ﹤0.01%
396
544
$14K ﹤0.01%
212
545
$14K ﹤0.01%
406
546
$14K ﹤0.01%
754
547
$14K ﹤0.01%
300
548
$14K ﹤0.01%
346
549
$14K ﹤0.01%
300
550
$14K ﹤0.01%
+465
20 21
22
23 24