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
$465M
AUM Growth
-$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$4.41M
3
+$2.15M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.98M
5
WMT icon
Walmart
WMT
+$1.62M

Top Sells

1
+$18.9M
2
+$7.68M
3
+$6.15M
4
DD
Du Pont De Nemours E I
DD
+$6.15M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.02M

Sector Composition

1 Financials 16.37%
2 Healthcare 14.61%
3 Technology 14.29%
4 Industrials 10.92%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$3K ﹤0.01%
20
652
$2K ﹤0.01%
20
653
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51
654
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62
655
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+50
656
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+23
657
$2K ﹤0.01%
50
658
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67
659
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25
660
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50
661
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+34
662
$2K ﹤0.01%
+55
663
$2K ﹤0.01%
65
664
$2K ﹤0.01%
360
665
$2K ﹤0.01%
20
666
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+50
667
$2K ﹤0.01%
100
668
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39
669
$2K ﹤0.01%
2
670
$2K ﹤0.01%
60
671
$2K ﹤0.01%
171
672
$2K ﹤0.01%
+65
673
$1K ﹤0.01%
20
674
$1K ﹤0.01%
64
675
$1K ﹤0.01%
286
25 26
27
28 29