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

Top Buys

1
+$11.6M
2
+$7.3M
3
+$4.86M
4
NKE icon
Nike
NKE
+$4.79M
5
MCK icon
McKesson
MCK
+$2.54M

Top Sells

1
+$6.82M
2
+$5.51M
3
+$4.51M
4
PG icon
Procter & Gamble
PG
+$4.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.71M

Sector Composition

1 Financials 15.24%
2 Technology 13.99%
3 Healthcare 11.9%
4 Consumer Staples 9.92%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2K ﹤0.01%
67
702
$2K ﹤0.01%
75
-163
703
$2K ﹤0.01%
+20
704
$2K ﹤0.01%
11
705
$2K ﹤0.01%
22
706
$2K ﹤0.01%
30
707
$2K ﹤0.01%
35
708
$2K ﹤0.01%
65
709
$2K ﹤0.01%
102
710
$2K ﹤0.01%
360
-360
711
$2K ﹤0.01%
20
712
$2K ﹤0.01%
47
713
$2K ﹤0.01%
2
714
$2K ﹤0.01%
60
715
$2K ﹤0.01%
150
716
$2K ﹤0.01%
+64
717
$2K ﹤0.01%
329
-100
718
$2K ﹤0.01%
24
719
$2K ﹤0.01%
500
720
$1K ﹤0.01%
20
-90
721
$1K ﹤0.01%
286
722
$1K ﹤0.01%
11
723
$1K ﹤0.01%
21
724
$1K ﹤0.01%
100
725
$1K ﹤0.01%
50
27 28
29
30 31