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
$484M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$2.33M
3
+$1.26M
4
MO icon
Altria Group
MO
+$332K
5
PM icon
Philip Morris
PM
+$294K

Top Sells

1
+$4.9M
2
+$4.82M
3
+$4.61M
4
C icon
Citigroup
C
+$4.5M
5
AAPL icon
Apple
AAPL
+$3.65M

Sector Composition

1 Technology 15%
2 Financials 14.04%
3 Healthcare 12.02%
4 Consumer Staples 9.7%
5 Industrials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.03M 0.21%
9,333
77
$1.03M 0.21%
9,481
-112
78
$969K 0.2%
7,477
-520
79
$957K 0.2%
16,239
-851
80
$941K 0.19%
19,311
-3,865
81
$896K 0.19%
12,683
-158
82
$883K 0.18%
2,303
-102
83
$832K 0.17%
36,024
-834
84
$829K 0.17%
7,176
-317
85
$776K 0.16%
21,510
-7,770
86
$775K 0.16%
7,219
-484
87
$747K 0.15%
12,652
-696
88
$734K 0.15%
8,484
-200
89
$733K 0.15%
10,136
-534
90
$730K 0.15%
8,680
-1,020
91
$676K 0.14%
11,489
-44
92
$672K 0.14%
21,197
-1,053
93
$670K 0.14%
30,836
+3,023
94
$665K 0.14%
11,764
-279
95
$632K 0.13%
12,269
-1,700
96
$623K 0.13%
12,348
-262
97
$600K 0.12%
4,083
-550
98
$587K 0.12%
9,009
99
$584K 0.12%
3,302
-365
100
$581K 0.12%
6,373
-1,609
2 3
4
5 6