FIB

First Interstate Bank Portfolio holdings

AUM $1.86B
1-Year Est. Return 11.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.31%
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
+$11.6M
2
+$7.3M
3
+$4.86M
4
NKE icon
Nike
NKE
+$4.79M
5
MCK icon
McKesson
MCK
+$2.54M

Top Sells

1
+$6.82M
2
+$5.51M
3
+$4.51M
4
PG icon
Procter & Gamble
PG
+$4.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.71M

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
651
$4K ﹤0.01%
300
-182
652
$4K ﹤0.01%
83
-61
653
$4K ﹤0.01%
275
654
$4K ﹤0.01%
100
-12,200
655
$4K ﹤0.01%
168
656
$4K ﹤0.01%
48
657
$4K ﹤0.01%
42
658
$4K ﹤0.01%
121
659
$4K ﹤0.01%
99
-1,300
660
$4K ﹤0.01%
100
661
$4K ﹤0.01%
200
662
$4K ﹤0.01%
200
663
$4K ﹤0.01%
100
664
$4K ﹤0.01%
154
-770
665
$4K ﹤0.01%
+325
666
$4K ﹤0.01%
102
667
$3K ﹤0.01%
51
668
$3K ﹤0.01%
47
669
$3K ﹤0.01%
100
670
$3K ﹤0.01%
+29
671
$3K ﹤0.01%
+25
672
$3K ﹤0.01%
+34
673
$3K ﹤0.01%
32
674
$3K ﹤0.01%
115
-134
675
$3K ﹤0.01%
71
25 26
27
28 29