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
$469M
AUM Growth
-$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
844
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$6.22M
3
+$3.64M
4
DIS icon
Walt Disney
DIS
+$2.85M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.82M

Top Sells

1
+$2.17M
2
+$1.96M
3
+$823K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$819K
5
DD
Du Pont De Nemours E I
DD
+$131K

Sector Composition

1 Technology 15.75%
2 Financials 14.97%
3 Healthcare 12.87%
4 Consumer Staples 11.82%
5 Energy 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$3K ﹤0.01%
+22
727
$3K ﹤0.01%
+37
728
$3K ﹤0.01%
+168
729
$3K ﹤0.01%
+200
730
$3K ﹤0.01%
+250
731
$3K ﹤0.01%
+48
732
$3K ﹤0.01%
+125
733
$3K ﹤0.01%
+100
734
$3K ﹤0.01%
+58
735
$3K ﹤0.01%
+60
736
$3K ﹤0.01%
+245
737
$3K ﹤0.01%
+100
738
$3K ﹤0.01%
+369
739
$3K ﹤0.01%
+200
740
$3K ﹤0.01%
+2
741
$3K ﹤0.01%
+36
742
$3K ﹤0.01%
+682
743
$3K ﹤0.01%
+154
744
$3K ﹤0.01%
+52
745
$3K ﹤0.01%
+208
746
$2K ﹤0.01%
+30
747
$2K ﹤0.01%
+62
748
$2K ﹤0.01%
+50
749
$2K ﹤0.01%
+110
750
$2K ﹤0.01%
+100
28 29
30
31 32