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
651
$2K ﹤0.01%
11
652
$2K ﹤0.01%
22
653
$2K ﹤0.01%
65
654
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360
655
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20
656
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100
657
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100
658
$2K ﹤0.01%
2
659
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60
660
$2K ﹤0.01%
171
661
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150
662
$2K ﹤0.01%
64
663
$2K ﹤0.01%
24
664
$1K ﹤0.01%
20
665
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78
-496
666
$1K ﹤0.01%
64
667
$1K ﹤0.01%
286
668
$1K ﹤0.01%
20
669
$1K ﹤0.01%
20
670
$1K ﹤0.01%
50
671
$1K ﹤0.01%
+33
672
$1K ﹤0.01%
50
673
$1K ﹤0.01%
66
674
$1K ﹤0.01%
12
675
$1K ﹤0.01%
100
-229
25 26
27
28 29