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
$508M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$8M
3
+$4.88M
4
NKE icon
Nike
NKE
+$4.74M
5
MCK icon
McKesson
MCK
+$2.42M

Top Sells

1
+$7.37M
2
+$6.1M
3
+$4.24M
4
JWN
Nordstrom
JWN
+$3.98M
5
JPM icon
JPMorgan Chase
JPM
+$1.83M

Sector Composition

1 Financials 15.24%
2 Technology 13.99%
3 Healthcare 11.9%
4 Consumer Staples 9.91%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$13K ﹤0.01%
316
527
$13K ﹤0.01%
661
+300
528
$13K ﹤0.01%
600
-3,250
529
$13K ﹤0.01%
212
530
$13K ﹤0.01%
144
531
$13K ﹤0.01%
200
532
$13K ﹤0.01%
374
533
$13K ﹤0.01%
410
534
$12K ﹤0.01%
+800
535
$12K ﹤0.01%
8
536
$12K ﹤0.01%
102
537
$12K ﹤0.01%
400
538
$12K ﹤0.01%
264
539
$12K ﹤0.01%
500
540
$12K ﹤0.01%
250
541
$12K ﹤0.01%
187
542
$12K ﹤0.01%
520
543
$12K ﹤0.01%
630
544
$12K ﹤0.01%
500
545
$12K ﹤0.01%
283
546
$12K ﹤0.01%
10
547
$12K ﹤0.01%
353
548
$12K ﹤0.01%
+806
549
$12K ﹤0.01%
537
+272
550
$11K ﹤0.01%
120
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