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
$469M
AUM Growth
-$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
844
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$6.22M
3
+$3.64M
4
DIS icon
Walt Disney
DIS
+$2.85M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.82M

Top Sells

1
+$2.17M
2
+$1.96M
3
+$823K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$819K
5
DD
Du Pont De Nemours E I
DD
+$131K

Sector Composition

1 Technology 15.75%
2 Financials 14.97%
3 Healthcare 12.87%
4 Consumer Staples 11.82%
5 Energy 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$13K ﹤0.01%
+384
577
$13K ﹤0.01%
+406
578
$13K ﹤0.01%
+754
579
$13K ﹤0.01%
+662
580
$13K ﹤0.01%
+1,075
581
$13K ﹤0.01%
+307
582
$13K ﹤0.01%
+350
583
$12K ﹤0.01%
+120
584
$12K ﹤0.01%
+250
585
$12K ﹤0.01%
+123
586
$12K ﹤0.01%
+500
587
$12K ﹤0.01%
+205
588
$12K ﹤0.01%
+750
589
$12K ﹤0.01%
+283
590
$12K ﹤0.01%
+10
591
$12K ﹤0.01%
+668
592
$12K ﹤0.01%
+200
593
$11K ﹤0.01%
+148
594
$11K ﹤0.01%
+500
595
$11K ﹤0.01%
+350
596
$11K ﹤0.01%
+300
597
$11K ﹤0.01%
+600
598
$11K ﹤0.01%
+144
599
$11K ﹤0.01%
+200
600
$11K ﹤0.01%
+900
22 23
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