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
$484M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$2.36M
3
+$1.32M
4
MO icon
Altria Group
MO
+$336K
5
CRZO
Carrizo Oil & Gas Inc
CRZO
+$274K

Top Sells

1
+$4.92M
2
+$4.49M
3
+$4.48M
4
C icon
Citigroup
C
+$4.44M
5
AAPL icon
Apple
AAPL
+$3.34M

Sector Composition

1 Technology 15%
2 Financials 14.04%
3 Healthcare 12.02%
4 Consumer Staples 9.72%
5 Industrials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$12K ﹤0.01%
2,000
527
$12K ﹤0.01%
200
528
$12K ﹤0.01%
410
529
$11K ﹤0.01%
200
530
$11K ﹤0.01%
800
531
$11K ﹤0.01%
222
-703
532
$11K ﹤0.01%
511
-150
533
$11K ﹤0.01%
100
534
$11K ﹤0.01%
50
535
$11K ﹤0.01%
265
536
$11K ﹤0.01%
+474
537
$11K ﹤0.01%
282
538
$11K ﹤0.01%
200
-280
539
$11K ﹤0.01%
+319
540
$10K ﹤0.01%
85
541
$10K ﹤0.01%
+115
542
$10K ﹤0.01%
800
+400
543
$10K ﹤0.01%
125
-400
544
$10K ﹤0.01%
+204
545
$10K ﹤0.01%
212
-1,040
546
$10K ﹤0.01%
81
547
$10K ﹤0.01%
600
548
$10K ﹤0.01%
529
549
$10K ﹤0.01%
397
550
$10K ﹤0.01%
535
+41
20 21
22
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