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
$484M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$2.33M
3
+$1.26M
4
MO icon
Altria Group
MO
+$332K
5
PM icon
Philip Morris
PM
+$294K

Top Sells

1
+$4.9M
2
+$4.82M
3
+$4.61M
4
C icon
Citigroup
C
+$4.5M
5
AAPL icon
Apple
AAPL
+$3.65M

Sector Composition

1 Technology 15%
2 Financials 14.04%
3 Healthcare 12.02%
4 Consumer Staples 9.7%
5 Industrials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$10K ﹤0.01%
+115
552
$10K ﹤0.01%
300
553
$10K ﹤0.01%
160
554
$9K ﹤0.01%
+257
555
$9K ﹤0.01%
100
556
$9K ﹤0.01%
+142
557
$9K ﹤0.01%
500
558
$9K ﹤0.01%
537
559
$9K ﹤0.01%
+432
560
$8K ﹤0.01%
600
561
$8K ﹤0.01%
214
-317
562
$8K ﹤0.01%
300
563
$8K ﹤0.01%
85
564
$8K ﹤0.01%
200
565
$8K ﹤0.01%
35
566
$8K ﹤0.01%
522
567
$8K ﹤0.01%
+240
568
$8K ﹤0.01%
389
569
$8K ﹤0.01%
682
570
$8K ﹤0.01%
400
571
$7K ﹤0.01%
100
-200
572
$7K ﹤0.01%
63
573
$7K ﹤0.01%
93
-253
574
$7K ﹤0.01%
30
575
$7K ﹤0.01%
387
-2,605
21 22
23
24 25