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
576
$8K ﹤0.01%
60
577
$8K ﹤0.01%
133
578
$8K ﹤0.01%
102
579
$7K ﹤0.01%
150
580
$7K ﹤0.01%
334
+14
581
$7K ﹤0.01%
155
582
$7K ﹤0.01%
55
583
$7K ﹤0.01%
400
584
$6K ﹤0.01%
3
585
$6K ﹤0.01%
235
586
$6K ﹤0.01%
78
587
$6K ﹤0.01%
417
588
$6K ﹤0.01%
125
589
$6K ﹤0.01%
278
-308
590
$6K ﹤0.01%
90
591
$6K ﹤0.01%
90
592
$6K ﹤0.01%
350
593
$5K ﹤0.01%
105
594
$5K ﹤0.01%
117
595
$5K ﹤0.01%
100
596
$5K ﹤0.01%
30
597
$5K ﹤0.01%
300
-445
598
$5K ﹤0.01%
900
599
$5K ﹤0.01%
1,000
-1,000
600
$5K ﹤0.01%
500
22 23
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