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
751
$2K ﹤0.01%
+65
752
$2K ﹤0.01%
+32
753
$2K ﹤0.01%
+40
754
$2K ﹤0.01%
+68
755
$2K ﹤0.01%
+110
756
$2K ﹤0.01%
+61
757
$2K ﹤0.01%
+47
758
$2K ﹤0.01%
+106
759
$2K ﹤0.01%
+500
760
$2K ﹤0.01%
+400
761
$2K ﹤0.01%
+250
762
$2K ﹤0.01%
+65
763
$2K ﹤0.01%
+100
764
$2K ﹤0.01%
+160
765
$2K ﹤0.01%
+22
766
$1K ﹤0.01%
+28
767
$1K ﹤0.01%
+305
768
$1K ﹤0.01%
+3
769
$1K ﹤0.01%
+286
770
$1K ﹤0.01%
+85
771
$1K ﹤0.01%
+200
772
$1K ﹤0.01%
+12
773
$1K ﹤0.01%
+11
774
$1K ﹤0.01%
+30
775
$1K ﹤0.01%
+41
29 30
31
32 33