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
$477M
AUM Growth
-$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.47M
3
+$2.19M
4
FDX icon
FedEx
FDX
+$1.09M
5
C icon
Citigroup
C
+$352K

Top Sells

1
+$4.76M
2
+$3.4M
3
+$747K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$740K
5
CB icon
Chubb
CB
+$579K

Sector Composition

1 Technology 16.22%
2 Financials 14.27%
3 Healthcare 12.38%
4 Consumer Staples 12.21%
5 Industrials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1K ﹤0.01%
28
727
$1K ﹤0.01%
305
728
$1K ﹤0.01%
13
729
$1K ﹤0.01%
286
730
$1K ﹤0.01%
200
731
$1K ﹤0.01%
42
-4
732
$1K ﹤0.01%
+32
733
$1K ﹤0.01%
11
734
$1K ﹤0.01%
21
735
$1K ﹤0.01%
41
736
$1K ﹤0.01%
102
737
$1K ﹤0.01%
60
738
$1K ﹤0.01%
50
739
$1K ﹤0.01%
200
740
$1K ﹤0.01%
99
741
$1K ﹤0.01%
12
742
$1K ﹤0.01%
100
743
$1K ﹤0.01%
13
744
$1K ﹤0.01%
132
745
$1K ﹤0.01%
23
746
$1K ﹤0.01%
25
-675
747
$1K ﹤0.01%
10
748
$1K ﹤0.01%
200
749
– –
-816
750
– –
-18,400
28 29
30
31 32