FIB

First Interstate Bank Portfolio holdings

AUM $1.78B
1-Year Est. Return 13.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.81B
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$2.88M
3
+$2.77M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$2.11M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.85M

Top Sells

1
+$7.15M
2
+$3.2M
3
+$2.43M
4
MAS icon
Masco
MAS
+$2.36M
5
PEP icon
PepsiCo
PEP
+$2.17M

Sector Composition

1 Financials 11.39%
2 Technology 4.84%
3 Consumer Discretionary 1.83%
4 Communication Services 1.66%
5 Healthcare 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.8M 0.27%
47,309
-762
52
$4.78M 0.26%
75,529
-2,606
53
$4.64M 0.26%
19,635
+1,625
54
$4.28M 0.24%
6,432
+83
55
$4.22M 0.23%
165,491
+23,154
56
$3.98M 0.22%
63,750
-962
57
$3.89M 0.22%
6,358
+16
58
$3.8M 0.21%
11,013
-41
59
$3.69M 0.2%
9,115
+103
60
$3.63M 0.2%
15,301
-391
61
$3.43M 0.19%
12,190
-138
62
$3.41M 0.19%
10,327
63
$3.21M 0.18%
24,723
+1,306
64
$3.07M 0.17%
23,417
-235
65
$3.02M 0.17%
4
66
$2.85M 0.16%
28,403
-170
67
$2.74M 0.15%
60,798
+8,521
68
$2.41M 0.13%
14,279
69
$2.32M 0.13%
43,422
70
$2.31M 0.13%
119,018
-2,644
71
$2.11M 0.12%
22,561
-13,245
72
$2.07M 0.11%
14,208
-700
73
$1.97M 0.11%
17,428
+5,537
74
$1.9M 0.1%
13,938
+12,000
75
$1.84M 0.1%
7,945
+712
1 2
3
4 5