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
$508M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$8M
3
+$4.88M
4
NKE icon
Nike
NKE
+$4.74M
5
MCK icon
McKesson
MCK
+$2.42M

Top Sells

1
+$7.37M
2
+$6.1M
3
+$4.24M
4
JWN
Nordstrom
JWN
+$3.98M
5
JPM icon
JPMorgan Chase
JPM
+$1.83M

Sector Composition

1 Financials 15.24%
2 Technology 13.99%
3 Healthcare 11.9%
4 Consumer Staples 9.91%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.48M 0.49%
11,000
-7,772
52
$2.12M 0.42%
60,420
-402
53
$2.08M 0.41%
13,500
-200
54
$2.01M 0.39%
56,062
+194
55
$1.96M 0.39%
34,823
+15,962
56
$1.95M 0.38%
178,233
-2,892
57
$1.72M 0.34%
46,180
-8,325
58
$1.66M 0.33%
39,945
+545
59
$1.56M 0.31%
23,073
+8,365
60
$1.44M 0.28%
11,738
+9,210
61
$1.35M 0.27%
35,100
-18,700
62
$1.34M 0.26%
12,449
+8,550
63
$1.34M 0.26%
7,758
+6,345
64
$1.33M 0.26%
17,060
-3,697
65
$1.31M 0.26%
11,337
+565
66
$1.27M 0.25%
10,340
67
$1.24M 0.24%
32,257
-21,616
68
$1.24M 0.24%
40,214
+8,209
69
$1.24M 0.24%
23,176
+12,655
70
$1.16M 0.23%
17,786
-1,009
71
$1.15M 0.23%
13,270
-770
72
$1.12M 0.22%
13,580
-150
73
$1.08M 0.21%
7,372
+1,537
74
$1.06M 0.21%
29,280
+17,485
75
$1.02M 0.2%
9,333
-134
1 2
3
4 5