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
$1.65B
AUM Growth
+$5.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Sells

1 +$14.6M
2 +$6.18M
3 +$6.1M
4
GS icon
Goldman Sachs
GS
+$5.58M
5
SCHW icon
Charles Schwab
SCHW
+$4.22M

Sector Composition

1 Financials 11.71%
2 Technology 4.94%
3 Consumer Discretionary 2.29%
4 Consumer Staples 1.68%
5 Healthcare 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$4M 0.24%
26,306
+323
52
$3.86M 0.23%
145,514
+128,985
53
$3.76M 0.23%
6,983
+73
54
$3.73M 0.23%
6,356
+193
55
$3.69M 0.22%
52,388
-872
56
$3.5M 0.21%
8,992
+41
57
$3.4M 0.21%
5
58
$3.21M 0.19%
25,866
-882
59
$3.19M 0.19%
42,155
+4,371
60
$3.15M 0.19%
55,670
-1,060
61
$3.1M 0.19%
20,827
-213
62
$2.92M 0.18%
19,026
-331
63
$2.91M 0.18%
25,729
-275
64
$2.85M 0.17%
21,238
+61
65
$2.8M 0.17%
38,628
-820
66
$2.39M 0.14%
10,320
-100
67
$2.1M 0.13%
50,231
+48
68
$2.06M 0.12%
12,358
-106
69
$2.05M 0.12%
23,529
-545
70
$1.95M 0.12%
22,035
-361
71
$1.88M 0.11%
9,162
-119
72
$1.82M 0.11%
6,458
-106
73
$1.66M 0.1%
2,827
-194
74
$1.6M 0.1%
20,685
+3,006
75
$1.56M 0.09%
3,000
+99