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
776
$1K ﹤0.01%
+46
777
– –
0
778
$1K ﹤0.01%
+102
779
$1K ﹤0.01%
+38
780
$1K ﹤0.01%
+60
781
$1K ﹤0.01%
+200
782
$1K ﹤0.01%
+50
783
$1K ﹤0.01%
+23
784
$1K ﹤0.01%
+200
785
$1K ﹤0.01%
+99
786
$1K ﹤0.01%
+12
787
$1K ﹤0.01%
+100
788
$1K ﹤0.01%
+13
789
$1K ﹤0.01%
+132
790
$1K ﹤0.01%
+41
791
$1K ﹤0.01%
+25
792
$1K ﹤0.01%
+350
793
$1K ﹤0.01%
+207
794
$1K ﹤0.01%
+99
795
$1K ﹤0.01%
+23
796
$1K ﹤0.01%
+10
797
$1K ﹤0.01%
+200
798
– –
-4
799
$0 ﹤0.01%
+13
800
$0 ﹤0.01%
+21
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