FIB

First Interstate Bank Portfolio holdings

AUM $1.86B
1-Year Est. Return 11.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.3%
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
+$20.1M
2
+$6.19M
3
+$3.86M
4
DIS icon
Walt Disney
DIS
+$3.04M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3M

Top Sells

1
+$2.35M
2
+$1.94M
3
+$823K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$819K
5
DD
Du Pont De Nemours E I
DD
+$145K

Sector Composition

1 Technology 15.75%
2 Financials 14.97%
3 Healthcare 12.87%
4 Consumer Staples 11.84%
5 Energy 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$11K ﹤0.01%
+465
602
$11K ﹤0.01%
+200
603
$11K ﹤0.01%
+365
604
$10K ﹤0.01%
+281
605
$10K ﹤0.01%
+201
606
$10K ﹤0.01%
+544
607
$10K ﹤0.01%
+282
608
$10K ﹤0.01%
+283
609
$10K ﹤0.01%
+325
610
$10K ﹤0.01%
+445
611
$10K ﹤0.01%
+630
612
$9K ﹤0.01%
+100
613
$9K ﹤0.01%
+57
614
$9K ﹤0.01%
+746
615
$9K ﹤0.01%
+117
616
$9K ﹤0.01%
+529
617
$9K ﹤0.01%
+200
618
$9K ﹤0.01%
+290
619
$9K ﹤0.01%
+300
620
$9K ﹤0.01%
+301
621
$9K ﹤0.01%
+200
622
$9K ﹤0.01%
+169
623
$9K ﹤0.01%
+62
624
$9K ﹤0.01%
+50
625
$8K ﹤0.01%
+1,112
23 24
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