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
$451M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Sells

1 +$5.25M
2 +$4.96M
3 +$4.32M
4
JPM icon
JPMorgan Chase
JPM
+$2.46M
5
AAPL icon
Apple
AAPL
+$657K

Sector Composition

1 Technology 13.44%
2 Financials 12.14%
3 Healthcare 8.14%
4 Consumer Discretionary 7.78%
5 Consumer Staples 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$6K ﹤0.01%
117
577
$6K ﹤0.01%
190
578
$6K ﹤0.01%
417
579
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45
-300
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581
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582
$5K ﹤0.01%
105
583
$5K ﹤0.01%
537
-4,992
584
$5K ﹤0.01%
236
585
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586
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50
587
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588
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589
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590
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32
591
$4K ﹤0.01%
316
-2,560
592
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$4K ﹤0.01%
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596
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34
597
$4K ﹤0.01%
90
598
$3K ﹤0.01%
60
599
$3K ﹤0.01%
48
-182
600
$3K ﹤0.01%
20