FIB
First Interstate Bank Portfolio holdings
AUM
$1.7B
1-Year Return
9.01%
This Quarter Return
+0.33%
1 Year Return
+9.01%
3 Year Return
+29.57%
5 Year Return
–
10 Year Return
–
AUM
$477M
AUM Growth
-$4.6M
(-0.95%)
Cap. Flow
-$3.1M
Cap. Flow
% of AUM
-0.65%
Top 10 Holdings %
Top 10 Hldgs %
28.89%
Holding
811
New
31
Increased
129
Reduced
149
Closed
52
Top Buys
| 1 |
Walmart
WMT
|
+$2.7M |
| 2 |
American Express
AXP
|
+$2.47M |
| 3 |
Qualcomm
QCOM
|
+$2.19M |
| 4 |
FedEx
FDX
|
+$1.09M |
| 5 |
Citigroup
C
|
+$352K |
Top Sells
| 1 |
Philip Morris
PM
|
+$4.76M |
| 2 |
Exxon Mobil
XOM
|
+$3.4M |
| 3 |
Deere & Co
DE
|
+$747K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$740K |
| 5 |
Chubb
CB
|
+$579K |
Sector Composition
| 1 | Technology | 16.22% |
| 2 | Financials | 14.27% |
| 3 | Healthcare | 12.38% |
| 4 | Consumer Staples | 12.21% |
| 5 | Industrials | 9.41% |
