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
$469M
AUM Growth
-$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
844
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$6.22M
3
+$3.64M
4
DIS icon
Walt Disney
DIS
+$2.85M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.82M

Top Sells

1
+$2.17M
2
+$1.96M
3
+$823K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$819K
5
DD
Du Pont De Nemours E I
DD
+$131K

Sector Composition

1 Technology 15.75%
2 Financials 14.97%
3 Healthcare 12.87%
4 Consumer Staples 11.82%
5 Energy 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.03M 0.43%
52,667
+937
52
$2.02M 0.43%
71,614
+2,670
53
$1.9M 0.41%
+21,080
54
$1.84M 0.39%
110,000
55
$1.83M 0.39%
+13,700
56
$1.55M 0.33%
+26,972
57
$1.38M 0.29%
210,386
+15,306
58
$1.37M 0.29%
25,199
+19,770
59
$1.35M 0.29%
26,355
+20,997
60
$1.29M 0.27%
13,786
+8,385
61
$1.17M 0.25%
39,163
+26,820
62
$1.17M 0.25%
11,821
+4,750
63
$1.13M 0.24%
+17,162
64
$1.1M 0.24%
25,491
-64
65
$1.07M 0.23%
+14,195
66
$1.02M 0.22%
+25,352
67
$998K 0.21%
+9,333
68
$948K 0.2%
+9,834
69
$935K 0.2%
8,099
+4,927
70
$909K 0.19%
+21,322
71
$898K 0.19%
+24,857
72
$851K 0.18%
+12,220
73
$844K 0.18%
10,255
+1,317
74
$839K 0.18%
+7,776
75
$838K 0.18%
14,951
+9,185
1 2
3
4 5