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
$480M
AUM Growth
+$2.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$2.93M
3
+$2.55M
4
AAPL icon
Apple
AAPL
+$1.57M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$854K

Top Sells

1
+$6.51M
2
+$4.91M
3
+$1.62M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$831K
5
SNY icon
Sanofi
SNY
+$410K

Sector Composition

1 Technology 15.41%
2 Financials 14.6%
3 Healthcare 12.83%
4 Consumer Staples 12.16%
5 Energy 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$11K ﹤0.01%
239
552
$10K ﹤0.01%
1,250
553
$10K ﹤0.01%
182
554
$10K ﹤0.01%
250
555
$10K ﹤0.01%
388
+63
556
$10K ﹤0.01%
120
557
$10K ﹤0.01%
1,200
558
$10K ﹤0.01%
81
559
$10K ﹤0.01%
85
560
$10K ﹤0.01%
300
561
$10K ﹤0.01%
+700
562
$10K ﹤0.01%
465
563
$10K ﹤0.01%
282
564
$9K ﹤0.01%
+444
565
$9K ﹤0.01%
500
566
$9K ﹤0.01%
600
567
$9K ﹤0.01%
378
568
$9K ﹤0.01%
160
569
$9K ﹤0.01%
200
570
$9K ﹤0.01%
533
571
$9K ﹤0.01%
500
572
$9K ﹤0.01%
515
573
$8K ﹤0.01%
60
574
$8K ﹤0.01%
316
575
$8K ﹤0.01%
+225
21 22
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