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
$480M
AUM Growth
+$2.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$2.93M
3
+$2.55M
4
AAPL icon
Apple
AAPL
+$1.57M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$854K

Top Sells

1
+$6.51M
2
+$4.91M
3
+$1.62M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$831K
5
SNY icon
Sanofi
SNY
+$410K

Sector Composition

1 Technology 15.41%
2 Financials 14.6%
3 Healthcare 12.83%
4 Consumer Staples 12.16%
5 Energy 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.13M 0.44%
18,593
+300
52
$2.12M 0.44%
60,106
-100
53
$2.09M 0.43%
60,720
54
$2.05M 0.43%
21,080
55
$1.94M 0.4%
54,220
+14,300
56
$1.88M 0.39%
13,700
57
$1.86M 0.39%
53,860
+7,800
58
$1.83M 0.38%
18,005
-1,112
59
$1.83M 0.38%
40,276
-725
60
$1.76M 0.37%
100,000
-10,000
61
$1.69M 0.35%
184,744
62
$1.53M 0.32%
20,657
+2,000
63
$1.39M 0.29%
39,620
64
$1.39M 0.29%
18,768
+1,005
65
$1.33M 0.28%
10,950
-1,518
66
$1.32M 0.28%
21,364
-780
67
$1.28M 0.27%
26,991
+400
68
$1.23M 0.26%
13,850
69
$1.19M 0.25%
14,040
70
$1.18M 0.25%
25,491
71
$1.17M 0.24%
9,704
-797
72
$1.17M 0.24%
15,433
-1,100
73
$1.14M 0.24%
42,450
-200
74
$1.07M 0.22%
10,255
75
$1.07M 0.22%
31,958
1 2
3
4 5