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
$508M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$8M
3
+$4.88M
4
NKE icon
Nike
NKE
+$4.74M
5
MCK icon
McKesson
MCK
+$2.42M

Top Sells

1
+$7.37M
2
+$6.1M
3
+$4.24M
4
JWN
Nordstrom
JWN
+$3.98M
5
JPM icon
JPMorgan Chase
JPM
+$1.83M

Sector Composition

1 Financials 15.24%
2 Technology 13.99%
3 Healthcare 11.9%
4 Consumer Staples 9.91%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$3K ﹤0.01%
1,040
677
$3K ﹤0.01%
+48
678
$3K ﹤0.01%
34
679
$3K ﹤0.01%
603
-110
680
$3K ﹤0.01%
40
681
$3K ﹤0.01%
140
682
$3K ﹤0.01%
100
683
$3K ﹤0.01%
100
684
$3K ﹤0.01%
39
685
$3K ﹤0.01%
+75
686
$3K ﹤0.01%
439
-439
687
$3K ﹤0.01%
+2,000
688
$3K ﹤0.01%
245
689
$3K ﹤0.01%
+171
690
$3K ﹤0.01%
+52
691
$3K ﹤0.01%
104
-2,950
692
$3K ﹤0.01%
30
-5,970
693
$3K ﹤0.01%
154
694
$3K ﹤0.01%
200
695
$2K ﹤0.01%
39
696
$2K ﹤0.01%
43
-26
697
$2K ﹤0.01%
62
698
$2K ﹤0.01%
62
699
$2K ﹤0.01%
+1,000
700
$2K ﹤0.01%
50
26 27
28
29 30