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
$1.65B
AUM Growth
+$5.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Sells

1 +$14.6M
2 +$6.18M
3 +$6.1M
4
GS icon
Goldman Sachs
GS
+$5.58M
5
SCHW icon
Charles Schwab
SCHW
+$4.22M

Sector Composition

1 Financials 11.71%
2 Technology 4.94%
3 Consumer Discretionary 2.29%
4 Consumer Staples 1.68%
5 Healthcare 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$774K 0.05%
30,888
+630
102
$760K 0.05%
33,323
+24,652
103
$756K 0.05%
2,864
+101
104
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31,422
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105
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11,660
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106
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14,355
107
$688K 0.04%
30,230
+2,466
108
$667K 0.04%
9,600
-22
109
$666K 0.04%
12,339
-4,013
110
$612K 0.04%
25,000
111
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2,320
112
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2,264
-8
113
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2,418
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114
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2,408
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115
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1,550
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116
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2,235
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117
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118
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20,578
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119
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5,697
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120
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121
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122
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4,029
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123
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2,317
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124
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9,414
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125
$431K 0.03%
7,500
+2,400