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
$477M
AUM Growth
-$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.47M
3
+$2.19M
4
FDX icon
FedEx
FDX
+$1.09M
5
C icon
Citigroup
C
+$352K

Top Sells

1
+$4.76M
2
+$3.4M
3
+$747K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$740K
5
CB icon
Chubb
CB
+$579K

Sector Composition

1 Technology 16.22%
2 Financials 14.27%
3 Healthcare 12.38%
4 Consumer Staples 12.21%
5 Industrials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.96M 0.41%
21,080
52
$1.96M 0.41%
47,894
+1,586
53
$1.9M 0.4%
41,001
+160
54
$1.88M 0.39%
19,117
-48,484
55
$1.82M 0.38%
13,700
56
$1.72M 0.36%
46,060
+7,700
57
$1.67M 0.35%
110,000
58
$1.65M 0.35%
28,818
-2,240
59
$1.51M 0.32%
39,620
-200
60
$1.43M 0.3%
18,657
+875
61
$1.37M 0.29%
184,744
62
$1.35M 0.28%
12,468
-1,068
63
$1.32M 0.28%
10,501
-520
64
$1.29M 0.27%
26,591
+712
65
$1.26M 0.27%
22,144
+535
66
$1.19M 0.25%
39,920
-6,320
67
$1.16M 0.24%
13,850
-345
68
$1.16M 0.24%
42,650
69
$1.15M 0.24%
17,763
+1,131
70
$1.15M 0.24%
14,040
+1,540
71
$1.13M 0.24%
16,533
-28
72
$1.05M 0.22%
10,255
73
$1.04M 0.22%
25,491
74
$973K 0.2%
9,467
+134
75
$965K 0.2%
15,320
+64
1 2
3
4 5