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
$448M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1 +$3.8M
2 +$1.93M
3 +$1.73M
4
MA icon
Mastercard
MA
+$560K
5
MDLZ icon
Mondelez International
MDLZ
+$510K

Top Sells

1 +$3M
2 +$2.93M
3 +$2.4M
4
PWR icon
Quanta Services
PWR
+$1.77M
5
EMR icon
Emerson Electric
EMR
+$1.4M

Sector Composition

1 Technology 14.63%
2 Financials 11.94%
3 Consumer Discretionary 8.16%
4 Healthcare 7.61%
5 Consumer Staples 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
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577
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-8,002
579
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580
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581
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583
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584
-8
585
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586
-8
587
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588
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589
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590
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591
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592
-830
593
$0 ﹤0.01%
3
594
-7,032
595
-5,405
596
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598
-46,730
599
-11,860
600
-1,589