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
601
$7K ﹤0.01%
30
602
$7K ﹤0.01%
144
603
$7K ﹤0.01%
200
604
$7K ﹤0.01%
20
605
$7K ﹤0.01%
445
-309
606
$7K ﹤0.01%
250
607
$7K ﹤0.01%
900
608
$7K ﹤0.01%
160
-150
609
$7K ﹤0.01%
200
610
$7K ﹤0.01%
20
611
$6K ﹤0.01%
5
612
$6K ﹤0.01%
+552
613
$6K ﹤0.01%
+139
614
$6K ﹤0.01%
609
-4,359
615
$6K ﹤0.01%
74
616
$6K ﹤0.01%
361
617
$6K ﹤0.01%
62
618
$6K ﹤0.01%
230
-30
619
$6K ﹤0.01%
150
620
$6K ﹤0.01%
100
-87
621
$6K ﹤0.01%
150
622
$6K ﹤0.01%
100
623
$6K ﹤0.01%
353
624
$5K ﹤0.01%
170
625
$5K ﹤0.01%
396
-4,698
23 24
25
26 27