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
$480M
AUM Growth
+$2.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$2.93M
3
+$2.55M
4
AAPL icon
Apple
AAPL
+$1.57M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$854K

Top Sells

1
+$6.51M
2
+$4.91M
3
+$1.62M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$831K
5
SNY icon
Sanofi
SNY
+$410K

Sector Composition

1 Technology 15.41%
2 Financials 14.6%
3 Healthcare 12.83%
4 Consumer Staples 12.16%
5 Energy 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$5K ﹤0.01%
74
627
$5K ﹤0.01%
500
628
$5K ﹤0.01%
463
629
$5K ﹤0.01%
+158
630
$5K ﹤0.01%
878
631
$5K ﹤0.01%
90
632
$5K ﹤0.01%
33
633
$5K ﹤0.01%
150
634
$5K ﹤0.01%
125
635
$5K ﹤0.01%
100
636
$5K ﹤0.01%
500
637
$5K ﹤0.01%
350
638
$5K ﹤0.01%
100
639
$5K ﹤0.01%
500
640
$4K ﹤0.01%
300
641
$4K ﹤0.01%
166
642
$4K ﹤0.01%
160
+50
643
$4K ﹤0.01%
200
644
$4K ﹤0.01%
28
645
$4K ﹤0.01%
54
646
$4K ﹤0.01%
110
647
$4K ﹤0.01%
35
-207
648
$4K ﹤0.01%
275
649
$4K ﹤0.01%
71
650
$4K ﹤0.01%
168
24 25
26
27 28