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
$465M
AUM Growth
-$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1 +$5.4M
2 +$4.41M
3 +$2.15M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.98M
5
WMT icon
Walmart
WMT
+$1.62M

Sector Composition

1 Financials 16.37%
2 Healthcare 14.61%
3 Technology 14.29%
4 Industrials 10.92%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$0 ﹤0.01%
100
727
-117
728
-180
729
-302
730
-308,000
731
$0 ﹤0.01%
12
732
-266
733
$0 ﹤0.01%
100
734
-749
735
-411
736
-60
737
-76,165
738
-330
739
-7,310
740
-140,818
741
-200
742
$0 ﹤0.01%
22
743
-68
744
-500
745
-4,346
746
-673