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

Top Buys

1
+$5.1M
2
+$2.33M
3
+$1.26M
4
MO icon
Altria Group
MO
+$332K
5
PM icon
Philip Morris
PM
+$294K

Top Sells

1
+$4.9M
2
+$4.82M
3
+$4.61M
4
C icon
Citigroup
C
+$4.5M
5
AAPL icon
Apple
AAPL
+$3.65M

Sector Composition

1 Technology 15%
2 Financials 14.04%
3 Healthcare 12.02%
4 Consumer Staples 9.7%
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%
800
530
$11K ﹤0.01%
222
-703
531
$11K ﹤0.01%
511
-150
532
$11K ﹤0.01%
100
533
$11K ﹤0.01%
50
534
$11K ﹤0.01%
265
535
$11K ﹤0.01%
+474
536
$11K ﹤0.01%
282
537
$11K ﹤0.01%
200
-280
538
$11K ﹤0.01%
200
539
$11K ﹤0.01%
+319
540
$10K ﹤0.01%
800
+400
541
$10K ﹤0.01%
125
-400
542
$10K ﹤0.01%
+204
543
$10K ﹤0.01%
212
-1,040
544
$10K ﹤0.01%
81
545
$10K ﹤0.01%
600
546
$10K ﹤0.01%
529
547
$10K ﹤0.01%
378
548
$10K ﹤0.01%
535
+41
549
$10K ﹤0.01%
200
-83
550
$10K ﹤0.01%
85
20 21
22
23 24