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
651
$6K ﹤0.01%
+100
652
$6K ﹤0.01%
+150
653
$6K ﹤0.01%
+30
654
$6K ﹤0.01%
+62
655
$6K ﹤0.01%
+20
656
$6K ﹤0.01%
+150
657
$6K ﹤0.01%
+42
658
$6K ﹤0.01%
+120
659
$6K ﹤0.01%
+200
660
$6K ﹤0.01%
+173
661
$6K ﹤0.01%
+20
662
$5K ﹤0.01%
+170
663
$5K ﹤0.01%
+757
664
$5K ﹤0.01%
+100
665
$5K ﹤0.01%
+78
666
$5K ﹤0.01%
+482
667
$5K ﹤0.01%
+100
668
$5K ﹤0.01%
+74
669
$5K ﹤0.01%
+500
670
$5K ﹤0.01%
+40
671
$5K ﹤0.01%
+463
672
$5K ﹤0.01%
+800
673
$5K ﹤0.01%
+40
674
$5K ﹤0.01%
+522
675
$5K ﹤0.01%
+121
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