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
$469M
AUM Growth
-$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
844
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$6.22M
3
+$3.64M
4
DIS icon
Walt Disney
DIS
+$2.85M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.82M

Top Sells

1
+$2.17M
2
+$1.96M
3
+$823K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$819K
5
DD
Du Pont De Nemours E I
DD
+$131K

Sector Composition

1 Technology 15.75%
2 Financials 14.97%
3 Healthcare 12.87%
4 Consumer Staples 11.82%
5 Energy 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$8K ﹤0.01%
+300
627
$8K ﹤0.01%
+211
628
$8K ﹤0.01%
+361
629
$8K ﹤0.01%
+1,112
630
$8K ﹤0.01%
+260
631
$8K ﹤0.01%
+187
632
$8K ﹤0.01%
+400
633
$8K ﹤0.01%
+600
634
$8K ﹤0.01%
+378
635
$8K ﹤0.01%
+125
636
$8K ﹤0.01%
+85
637
$8K ﹤0.01%
+265
638
$8K ﹤0.01%
+533
639
$8K ﹤0.01%
+300
640
$8K ﹤0.01%
+3,000
641
$8K ﹤0.01%
+500
642
$7K ﹤0.01%
+358
643
$7K ﹤0.01%
+600
644
$7K ﹤0.01%
+500
645
$7K ﹤0.01%
+144
646
$7K ﹤0.01%
+200
647
$7K ﹤0.01%
+358
648
$7K ﹤0.01%
+100
649
$7K ﹤0.01%
+250
650
$7K ﹤0.01%
+515
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