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
$508M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$8M
3
+$4.88M
4
NKE icon
Nike
NKE
+$4.74M
5
MCK icon
McKesson
MCK
+$2.42M

Top Sells

1
+$7.37M
2
+$6.1M
3
+$4.24M
4
JWN
Nordstrom
JWN
+$3.98M
5
JPM icon
JPMorgan Chase
JPM
+$1.83M

Sector Composition

1 Financials 15.24%
2 Technology 13.99%
3 Healthcare 11.9%
4 Consumer Staples 9.91%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$11K ﹤0.01%
120
552
$11K ﹤0.01%
+50
553
$11K ﹤0.01%
750
554
$11K ﹤0.01%
160
555
$11K ﹤0.01%
282
556
$11K ﹤0.01%
50
-132
557
$10K ﹤0.01%
600
558
$10K ﹤0.01%
100
559
$10K ﹤0.01%
529
560
$10K ﹤0.01%
378
561
$10K ﹤0.01%
+382
562
$10K ﹤0.01%
81
563
$10K ﹤0.01%
120
564
$10K ﹤0.01%
900
565
$10K ﹤0.01%
+648
566
$10K ﹤0.01%
465
567
$10K ﹤0.01%
+271
568
$10K ﹤0.01%
200
569
$10K ﹤0.01%
+509
570
$9K ﹤0.01%
100
571
$9K ﹤0.01%
+574
572
$9K ﹤0.01%
500
573
$9K ﹤0.01%
1,427
574
$9K ﹤0.01%
81
575
$9K ﹤0.01%
+282
21 22
23
24 25