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 9.92%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$5K ﹤0.01%
47
-2,200
627
$5K ﹤0.01%
151
-165
628
$5K ﹤0.01%
390
629
$5K ﹤0.01%
74
630
$5K ﹤0.01%
116
631
$5K ﹤0.01%
74
632
$5K ﹤0.01%
63
633
$5K ﹤0.01%
78
634
$5K ﹤0.01%
150
635
$5K ﹤0.01%
+82
636
$5K ﹤0.01%
300
-100
637
$5K ﹤0.01%
130
-5,980
638
$5K ﹤0.01%
+54
639
$5K ﹤0.01%
162
640
$5K ﹤0.01%
350
641
$5K ﹤0.01%
682
642
$5K ﹤0.01%
52
643
$4K ﹤0.01%
60
-30
644
$4K ﹤0.01%
+70
645
$4K ﹤0.01%
160
646
$4K ﹤0.01%
28
-35
647
$4K ﹤0.01%
110
-1,524
648
$4K ﹤0.01%
110
649
$4K ﹤0.01%
300
-182
650
$4K ﹤0.01%
83
-61
24 25
26
27 28