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
$484M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$2.33M
3
+$1.26M
4
MO icon
Altria Group
MO
+$332K
5
PM icon
Philip Morris
PM
+$294K

Top Sells

1
+$4.9M
2
+$4.82M
3
+$4.61M
4
C icon
Citigroup
C
+$4.5M
5
AAPL icon
Apple
AAPL
+$3.65M

Sector Composition

1 Technology 15%
2 Financials 14.04%
3 Healthcare 12.02%
4 Consumer Staples 9.7%
5 Industrials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$5K ﹤0.01%
28
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+500
605
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121
606
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100
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611
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20
613
$4K ﹤0.01%
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166
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$4K ﹤0.01%
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160
617
$4K ﹤0.01%
130
-96
618
$4K ﹤0.01%
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619
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620
$4K ﹤0.01%
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621
$4K ﹤0.01%
83
622
$4K ﹤0.01%
1,040
623
$4K ﹤0.01%
48
+14
624
$4K ﹤0.01%
168
625
$4K ﹤0.01%
300
23 24
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