FIB

First Interstate Bank Portfolio holdings

AUM $1.86B
1-Year Est. Return 11.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$508M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1 +$11.6M
2 +$7.3M
3 +$4.86M
4
NKE icon
Nike
NKE
+$4.79M
5
MCK icon
McKesson
MCK
+$2.54M

Top Sells

1 +$6.82M
2 +$5.51M
3 +$4.51M
4
PG icon
Procter & Gamble
PG
+$4.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.71M

Sector Composition

1 Financials 15.24%
2 Technology 13.99%
3 Healthcare 11.9%
4 Consumer Staples 9.92%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
-100
777
-38
778
-20,184
779
-124
780
0
781
-100
782
-50
783
-3,568
784
-1,200
785
-100
786
-550
787
-150
788
-150
789
-2
790
-700
791
-125
792
-158
793
-416
794
-14
795
-100
796
-25
797
-1,600
798
-389
799
$0 ﹤0.01%
100
-100
800
-150