FIB

First Interstate Bank Portfolio holdings

AUM $1.7B
1-Year Est. Return 9.01%
This Quarter Est. Return
1 Year Est. Return
+9.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$474M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$5.08M
3
+$4.72M
4
MU icon
Micron Technology
MU
+$629K
5
JNJ icon
Johnson & Johnson
JNJ
+$551K

Top Sells

1
+$6.88M
2
+$5.4M
3
+$5.21M
4
AAPL icon
Apple
AAPL
+$710K
5
LOW icon
Lowe's Companies
LOW
+$494K

Sector Composition

1 Technology 15.36%
2 Financials 13.71%
3 Healthcare 9.44%
4 Consumer Discretionary 7.87%
5 Industrials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$11K ﹤0.01%
400
552
$11K ﹤0.01%
50
553
$11K ﹤0.01%
200
554
$11K ﹤0.01%
353
555
$11K ﹤0.01%
100
556
$11K ﹤0.01%
60
-47
557
$10K ﹤0.01%
259
558
$10K ﹤0.01%
+500
559
$10K ﹤0.01%
100
560
$10K ﹤0.01%
600
-675
561
$10K ﹤0.01%
600
562
$10K ﹤0.01%
275
563
$10K ﹤0.01%
529
564
$10K ﹤0.01%
+618
565
$10K ﹤0.01%
130
566
$10K ﹤0.01%
546
567
$10K ﹤0.01%
63
568
$9K ﹤0.01%
70
569
$9K ﹤0.01%
140
570
$9K ﹤0.01%
511
571
$9K ﹤0.01%
+155
572
$9K ﹤0.01%
170
573
$8K ﹤0.01%
170
574
$8K ﹤0.01%
233
-185
575
$8K ﹤0.01%
354
21 22
23
24 25