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
$477M
AUM Growth
-$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.47M
3
+$2.19M
4
FDX icon
FedEx
FDX
+$1.09M
5
C icon
Citigroup
C
+$352K

Top Sells

1
+$4.76M
2
+$3.4M
3
+$747K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$740K
5
CB icon
Chubb
CB
+$579K

Sector Composition

1 Technology 16.22%
2 Financials 14.27%
3 Healthcare 12.38%
4 Consumer Staples 12.21%
5 Industrials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$9K ﹤0.01%
239
-191
577
$9K ﹤0.01%
500
578
$8K ﹤0.01%
600
579
$8K ﹤0.01%
308
580
$8K ﹤0.01%
126
+48
581
$8K ﹤0.01%
500
582
$8K ﹤0.01%
100
583
$8K ﹤0.01%
146
-103
584
$8K ﹤0.01%
246
-40
585
$8K ﹤0.01%
600
586
$8K ﹤0.01%
117
587
$8K ﹤0.01%
125
588
$8K ﹤0.01%
81
-58
589
$8K ﹤0.01%
201
590
$8K ﹤0.01%
150
591
$8K ﹤0.01%
+491
592
$8K ﹤0.01%
300
593
$8K ﹤0.01%
265
594
$8K ﹤0.01%
533
595
$8K ﹤0.01%
300
596
$8K ﹤0.01%
213
597
$8K ﹤0.01%
515
598
$7K ﹤0.01%
189
-6,300
599
$7K ﹤0.01%
316
-5,828
600
$7K ﹤0.01%
100
22 23
24
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