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
651
$4K ﹤0.01%
713
652
$4K ﹤0.01%
100
653
$4K ﹤0.01%
522
654
$4K ﹤0.01%
143
655
$4K ﹤0.01%
48
656
$4K ﹤0.01%
100
657
$4K ﹤0.01%
121
658
$4K ﹤0.01%
150
659
$4K ﹤0.01%
+101
660
$4K ﹤0.01%
100
-101
661
$4K ﹤0.01%
200
662
$4K ﹤0.01%
50
663
$4K ﹤0.01%
200
664
$4K ﹤0.01%
682
665
$4K ﹤0.01%
57
666
$4K ﹤0.01%
117
667
$3K ﹤0.01%
94
668
$3K ﹤0.01%
47
-866
669
$3K ﹤0.01%
130
670
$3K ﹤0.01%
120
671
$3K ﹤0.01%
100
672
$3K ﹤0.01%
224
673
$3K ﹤0.01%
87
674
$3K ﹤0.01%
+220
675
$3K ﹤0.01%
40
25 26
27
28 29