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
626
$4K ﹤0.01%
200
627
$4K ﹤0.01%
439
628
$4K ﹤0.01%
60
629
$4K ﹤0.01%
154
630
$3K ﹤0.01%
62
631
$3K ﹤0.01%
+750
632
$3K ﹤0.01%
35
633
$3K ﹤0.01%
603
634
$3K ﹤0.01%
40
635
$3K ﹤0.01%
140
636
$3K ﹤0.01%
39
637
$3K ﹤0.01%
245
638
$3K ﹤0.01%
500
639
$3K ﹤0.01%
+7
640
$3K ﹤0.01%
104
641
$3K ﹤0.01%
30
642
$3K ﹤0.01%
60
+30
643
$2K ﹤0.01%
39
644
$2K ﹤0.01%
57
-132
645
$2K ﹤0.01%
51
646
$2K ﹤0.01%
62
647
$2K ﹤0.01%
50
648
$2K ﹤0.01%
67
649
$2K ﹤0.01%
25
-375
650
$2K ﹤0.01%
50
-72
24 25
26
27 28