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
$656M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$1.81M
3
+$402K
4
STI
SunTrust Banks, Inc.
STI
+$200K
5
SO icon
Southern Company
SO
+$42.8K

Top Sells

1
+$4.83M
2
+$2.74M
3
+$399K
4
AAPL icon
Apple
AAPL
+$357K
5
JPM icon
JPMorgan Chase
JPM
+$270K

Sector Composition

1 Technology 10.82%
2 Financials 8.9%
3 Healthcare 8.03%
4 Consumer Staples 6.98%
5 Energy 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$819K 0.12%
4
52
$672K 0.1%
7,071
53
$657K 0.1%
24,840
+92
54
$527K 0.08%
5,401
+10
55
$516K 0.08%
13,465
56
$492K 0.08%
3,860
57
$467K 0.07%
16,584
58
$430K 0.07%
7,924
-173
59
$403K 0.06%
5,766
+101
60
$402K 0.06%
+12,968
61
$393K 0.06%
12,343
+685
62
$382K 0.06%
2,459
-52
63
$370K 0.06%
2,406
+60
64
$365K 0.06%
5,429
65
$353K 0.05%
3,172
+190
66
$301K 0.05%
5,358
-217
67
$300K 0.05%
3,375
+98
68
$298K 0.05%
3,380
-761
69
$293K 0.04%
5,964
70
$290K 0.04%
5,041
71
$288K 0.04%
1,398
72
$278K 0.04%
2,152
-46
73
$267K 0.04%
1,926
74
$260K 0.04%
6,225
+1,025
75
$242K 0.04%
3,018
-26
1 2
3
4