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
$477M
AUM Growth
-$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.47M
3
+$2.19M
4
FDX icon
FedEx
FDX
+$1.09M
5
C icon
Citigroup
C
+$352K

Top Sells

1
+$4.76M
2
+$3.4M
3
+$747K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$740K
5
CB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$11K ﹤0.01%
120
552
$11K ﹤0.01%
200
553
$11K ﹤0.01%
200
554
$10K ﹤0.01%
60
555
$10K ﹤0.01%
508
-154
556
$10K ﹤0.01%
182
557
$10K ﹤0.01%
150
558
$10K ﹤0.01%
120
559
$10K ﹤0.01%
+124
560
$10K ﹤0.01%
529
561
$10K ﹤0.01%
1,200
562
$10K ﹤0.01%
465
563
$10K ﹤0.01%
544
564
$10K ﹤0.01%
+4,700
565
$10K ﹤0.01%
50
566
$9K ﹤0.01%
+267
567
$9K ﹤0.01%
100
568
$9K ﹤0.01%
325
569
$9K ﹤0.01%
400
570
$9K ﹤0.01%
378
571
$9K ﹤0.01%
265
572
$9K ﹤0.01%
85
573
$9K ﹤0.01%
591
574
$9K ﹤0.01%
35
575
$9K ﹤0.01%
282
21 22
23
24 25