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
$465M
AUM Growth
-$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$4.41M
3
+$2.15M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.98M
5
WMT icon
Walmart
WMT
+$1.62M

Top Sells

1
+$18.9M
2
+$7.68M
3
+$6.15M
4
DD
Du Pont De Nemours E I
DD
+$6.15M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.02M

Sector Composition

1 Financials 16.37%
2 Healthcare 14.61%
3 Technology 14.29%
4 Industrials 10.92%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$6K ﹤0.01%
+125
602
$6K ﹤0.01%
+275
603
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162
604
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55
605
$6K ﹤0.01%
369
606
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+146
607
$6K ﹤0.01%
4,700
608
$6K ﹤0.01%
350
609
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99
-93
610
$5K ﹤0.01%
116
611
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+105
613
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30
614
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615
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100
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102
617
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100
618
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121
619
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100
620
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125
621
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439
622
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900
623
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90
624
$5K ﹤0.01%
250
625
$5K ﹤0.01%
100
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