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
$477M
AUM Growth
-$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.47M
3
+$2.19M
4
FDX icon
FedEx
FDX
+$1.09M
5
C icon
Citigroup
C
+$352K

Top Sells

1
+$4.76M
2
+$3.4M
3
+$747K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$740K
5
CB icon
Chubb
CB
+$579K

Sector Composition

1 Technology 16.22%
2 Financials 14.27%
3 Healthcare 12.38%
4 Consumer Staples 12.22%
5 Industrials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$4K ﹤0.01%
28
652
$4K ﹤0.01%
54
653
$4K ﹤0.01%
110
654
$4K ﹤0.01%
224
655
$4K ﹤0.01%
318
656
$4K ﹤0.01%
275
657
$4K ﹤0.01%
71
658
$4K ﹤0.01%
168
659
$4K ﹤0.01%
713
+113
660
$4K ﹤0.01%
100
661
$4K ﹤0.01%
40
662
$4K ﹤0.01%
522
663
$4K ﹤0.01%
143
664
$4K ﹤0.01%
48
665
$4K ﹤0.01%
100
666
$4K ﹤0.01%
121
667
$4K ﹤0.01%
59
668
$4K ﹤0.01%
50
669
$4K ﹤0.01%
200
670
$4K ﹤0.01%
150
671
$4K ﹤0.01%
682
672
$4K ﹤0.01%
173
673
$4K ﹤0.01%
117
674
$4K ﹤0.01%
500
675
$3K ﹤0.01%
52
25 26
27
28 29