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
$477M
AUM Growth
-$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.47M
3
+$2.19M
4
FDX icon
FedEx
FDX
+$1.09M
5
C icon
Citigroup
C
+$352K

Top Sells

1
+$4.76M
2
+$3.4M
3
+$747K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$740K
5
CB icon
Chubb
CB
+$579K

Sector Composition

1 Technology 16.22%
2 Financials 14.27%
3 Healthcare 12.38%
4 Consumer Staples 12.21%
5 Industrials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$14K ﹤0.01%
342
527
$13K ﹤0.01%
441
528
$13K ﹤0.01%
316
529
$13K ﹤0.01%
406
530
$13K ﹤0.01%
208
531
$13K ﹤0.01%
205
532
$13K ﹤0.01%
259
533
$13K ﹤0.01%
283
534
$13K ﹤0.01%
365
535
$13K ﹤0.01%
169
536
$12K ﹤0.01%
1,250
537
$12K ﹤0.01%
300
538
$12K ﹤0.01%
400
-350
539
$12K ﹤0.01%
630
540
$12K ﹤0.01%
144
541
$12K ﹤0.01%
10
542
$11K ﹤0.01%
148
543
$11K ﹤0.01%
100
544
$11K ﹤0.01%
500
545
$11K ﹤0.01%
250
+50
546
$11K ﹤0.01%
+252
547
$11K ﹤0.01%
500
548
$11K ﹤0.01%
+100
549
$11K ﹤0.01%
750
550
$11K ﹤0.01%
200
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