FIB

First Interstate Bank Portfolio holdings

AUM $1.86B
1-Year Est. Return 11.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$482M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$2.07M
3
+$1.49M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.47M
5
XOM icon
Exxon Mobil
XOM
+$1.18M

Top Sells

1
+$3.9M
2
+$2.71M
3
+$2.04M
4
BHP icon
BHP
BHP
+$1.75M
5
AMZN icon
Amazon
AMZN
+$1.18M

Sector Composition

1 Technology 15.31%
2 Financials 15.02%
3 Healthcare 12.92%
4 Consumer Staples 12.15%
5 Energy 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$1K ﹤0.01%
11
752
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13
753
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30
754
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41
755
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46
756
$1K ﹤0.01%
102
757
$1K ﹤0.01%
60
758
$1K ﹤0.01%
8
759
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50
+27
760
$1K ﹤0.01%
200
761
$1K ﹤0.01%
99
762
$1K ﹤0.01%
12
763
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1
-1
764
$1K ﹤0.01%
100
765
$1K ﹤0.01%
400
766
$1K ﹤0.01%
13
767
$1K ﹤0.01%
132
768
$1K ﹤0.01%
207
769
$1K ﹤0.01%
23
770
$1K ﹤0.01%
10
771
$1K ﹤0.01%
200
772
– –
-2,794
773
– –
-654
774
– –
-469
775
– –
-400
29 30
31
32 33