FIB

First Interstate Bank Portfolio holdings

AUM $1.86B
1-Year Est. Return 11.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$480M
AUM Growth
+$2.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$2.75M
3
+$2.67M
4
AAPL icon
Apple
AAPL
+$1.64M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$880K

Top Sells

1
+$6.15M
2
+$4.74M
3
+$1.58M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$924K
5
SNY icon
Sanofi
SNY
+$400K

Sector Composition

1 Technology 15.41%
2 Financials 14.6%
3 Healthcare 12.83%
4 Consumer Staples 12.18%
5 Energy 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2K ﹤0.01%
22
702
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703
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20
704
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60
705
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47
706
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2
707
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105
708
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500
709
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429
710
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711
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132
712
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22
713
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100
714
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50
715
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28
716
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295
-10
717
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200
718
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11
719
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720
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721
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41
722
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723
$1K ﹤0.01%
102
724
$1K ﹤0.01%
100
725
$1K ﹤0.01%
200
27 28
29
30 31