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
$469M
AUM Growth
-$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
844
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$6.22M
3
+$3.64M
4
DIS icon
Walt Disney
DIS
+$2.85M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.82M

Top Sells

1
+$2.17M
2
+$1.96M
3
+$823K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$819K
5
DD
Du Pont De Nemours E I
DD
+$131K

Sector Composition

1 Technology 15.75%
2 Financials 14.97%
3 Healthcare 12.87%
4 Consumer Staples 11.82%
5 Energy 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$15K ﹤0.01%
+406
552
$15K ﹤0.01%
+400
553
$15K ﹤0.01%
+139
554
$15K ﹤0.01%
+125
555
$15K ﹤0.01%
+374
556
$15K ﹤0.01%
+430
557
$14K ﹤0.01%
+200
558
$14K ﹤0.01%
+972
559
$14K ﹤0.01%
+441
560
$14K ﹤0.01%
+63
561
$14K ﹤0.01%
+300
562
$14K ﹤0.01%
+127
563
$14K ﹤0.01%
+2,225
564
$14K ﹤0.01%
+1,771
565
$14K ﹤0.01%
+310
566
$14K ﹤0.01%
+1,307
567
$14K ﹤0.01%
+1,161
568
$14K ﹤0.01%
+231
569
$14K ﹤0.01%
+272
570
$14K ﹤0.01%
+300
571
$13K ﹤0.01%
+167
572
$13K ﹤0.01%
+75
573
$13K ﹤0.01%
+520
574
$13K ﹤0.01%
+450
575
$13K ﹤0.01%
+396
21 22
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