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
$508M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$8M
3
+$4.88M
4
NKE icon
Nike
NKE
+$4.74M
5
MCK icon
McKesson
MCK
+$2.42M

Top Sells

1
+$7.37M
2
+$6.1M
3
+$4.24M
4
JWN
Nordstrom
JWN
+$3.98M
5
JPM icon
JPMorgan Chase
JPM
+$1.83M

Sector Composition

1 Financials 15.24%
2 Technology 13.99%
3 Healthcare 11.9%
4 Consumer Staples 9.91%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$7K ﹤0.01%
125
-5,000
602
$7K ﹤0.01%
205
-1,310
603
$7K ﹤0.01%
2,480
604
$7K ﹤0.01%
522
605
$7K ﹤0.01%
301
-1
606
$7K ﹤0.01%
45
607
$7K ﹤0.01%
63
-2,175
608
$7K ﹤0.01%
173
609
$7K ﹤0.01%
+127
610
$6K ﹤0.01%
170
611
$6K ﹤0.01%
400
612
$6K ﹤0.01%
+55
613
$6K ﹤0.01%
417
614
$6K ﹤0.01%
100
615
$6K ﹤0.01%
74
616
$6K ﹤0.01%
100
617
$6K ﹤0.01%
144
618
$6K ﹤0.01%
189
-14,200
619
$6K ﹤0.01%
50
-50
620
$6K ﹤0.01%
125
621
$6K ﹤0.01%
117
622
$6K ﹤0.01%
20
623
$6K ﹤0.01%
500
624
$5K ﹤0.01%
47
-2,200
625
$5K ﹤0.01%
151
-165
23 24
25
26 27