FIB

First Interstate Bank Portfolio holdings

AUM $1.7B
1-Year Est. Return 9.01%
This Quarter Est. Return
1 Year Est. Return
+9.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$477M
AUM Growth
-$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.47M
3
+$2.19M
4
FDX icon
FedEx
FDX
+$1.09M
5
C icon
Citigroup
C
+$352K

Top Sells

1
+$4.76M
2
+$3.4M
3
+$747K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$740K
5
CB icon
Chubb
CB
+$579K

Sector Composition

1 Technology 16.22%
2 Financials 14.27%
3 Healthcare 12.38%
4 Consumer Staples 12.21%
5 Industrials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2K ﹤0.01%
100
702
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30
703
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62
704
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249
-5
705
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50
706
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110
707
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12
-618
708
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98
+8
709
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65
710
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50
-300
711
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32
712
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30
713
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20
-20
714
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65
-17
715
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110
716
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23
-100
717
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20
-20
718
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47
719
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2
-2
720
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105
721
$2K ﹤0.01%
369
722
$2K ﹤0.01%
500
723
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160
724
$2K ﹤0.01%
22
725
$2K ﹤0.01%
100
27 28
29
30 31