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
$480M
AUM Growth
+$2.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$2.93M
3
+$2.55M
4
AAPL icon
Apple
AAPL
+$1.57M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$854K

Top Sells

1
+$6.51M
2
+$4.91M
3
+$1.62M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$831K
5
SNY icon
Sanofi
SNY
+$410K

Sector Composition

1 Technology 15.41%
2 Financials 14.6%
3 Healthcare 12.83%
4 Consumer Staples 12.18%
5 Energy 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$13K ﹤0.01%
508
527
$13K ﹤0.01%
500
528
$13K ﹤0.01%
+540
529
$12K ﹤0.01%
441
530
$12K ﹤0.01%
200
531
$12K ﹤0.01%
+310
532
$12K ﹤0.01%
544
533
$12K ﹤0.01%
200
534
$12K ﹤0.01%
155
-360
535
$12K ﹤0.01%
187
-41
536
$12K ﹤0.01%
385
537
$12K ﹤0.01%
630
538
$12K ﹤0.01%
212
539
$12K ﹤0.01%
252
540
$12K ﹤0.01%
205
541
$12K ﹤0.01%
100
542
$12K ﹤0.01%
144
543
$11K ﹤0.01%
200
544
$11K ﹤0.01%
100
545
$11K ﹤0.01%
529
546
$11K ﹤0.01%
500
547
$11K ﹤0.01%
750
548
$11K ﹤0.01%
316
+51
549
$11K ﹤0.01%
120
550
$11K ﹤0.01%
900
20 21
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