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
$607M
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$3.22M
3
+$3.04M
4
C icon
Citigroup
C
+$2.44M
5
KMI icon
Kinder Morgan
KMI
+$518K

Top Sells

1
+$792K
2
+$463K
3
+$417K
4
AMZN icon
Amazon
AMZN
+$332K
5
FLR icon
Fluor
FLR
+$257K

Sector Composition

1 Technology 12.67%
2 Financials 9.94%
3 Consumer Staples 8.39%
4 Healthcare 8.16%
5 Energy 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$678K 0.11%
7,230
-1,843
52
$582K 0.1%
22,101
+4,413
53
$548K 0.09%
5,242
+1,205
54
$518K 0.09%
+12,243
55
$469K 0.08%
6,477
+1,723
56
$465K 0.08%
9,633
57
$454K 0.07%
12,502
+2,711
58
$450K 0.07%
9,140
-183
59
$449K 0.07%
4,282
60
$432K 0.07%
16,584
61
$430K 0.07%
2,696
62
$421K 0.07%
7,782
+631
63
$409K 0.07%
2,664
+737
64
$367K 0.06%
5,609
+1,183
65
$356K 0.06%
6,176
+670
66
$344K 0.06%
4,141
+877
67
$336K 0.06%
11,382
+213
68
$333K 0.05%
2,424
+339
69
$328K 0.05%
11,808
-1,040
70
$318K 0.05%
3,758
+700
71
$297K 0.05%
1,447
+49
72
$293K 0.05%
2,258
73
$284K 0.05%
6,309
+1,200
74
$284K 0.05%
+3,551
75
$279K 0.05%
3,344
+146
1 2
3
4