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
$480M
AUM Growth
+$2.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$2.93M
3
+$2.55M
4
AAPL icon
Apple
AAPL
+$1.57M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$854K

Top Sells

1
+$6.51M
2
+$4.91M
3
+$1.62M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$831K
5
SNY icon
Sanofi
SNY
+$410K

Sector Composition

1 Technology 15.41%
2 Financials 14.6%
3 Healthcare 12.83%
4 Consumer Staples 12.16%
5 Energy 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2K ﹤0.01%
22
702
$2K ﹤0.01%
32
703
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20
704
$2K ﹤0.01%
60
705
$2K ﹤0.01%
47
706
$2K ﹤0.01%
2
707
$2K ﹤0.01%
105
708
$2K ﹤0.01%
500
709
$2K ﹤0.01%
429
710
$2K ﹤0.01%
160
711
$2K ﹤0.01%
132
712
$2K ﹤0.01%
22
713
$2K ﹤0.01%
100
714
$1K ﹤0.01%
28
715
$1K ﹤0.01%
295
-10
716
$1K ﹤0.01%
200
717
$1K ﹤0.01%
11
718
$1K ﹤0.01%
30
719
$1K ﹤0.01%
21
720
$1K ﹤0.01%
41
721
$1K ﹤0.01%
65
722
$1K ﹤0.01%
102
723
$1K ﹤0.01%
100
724
$1K ﹤0.01%
50
725
$1K ﹤0.01%
200
27 28
29
30 31