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
126
$413K 0.09%
+4,455
127
$409K 0.09%
5,087
+2,069
128
$405K 0.09%
+4,870
129
$401K 0.09%
+4,635
130
$399K 0.09%
+9,179
131
$398K 0.08%
+8,475
132
$395K 0.08%
+11,348
133
$393K 0.08%
+21,800
134
$391K 0.08%
+6,092
135
$387K 0.08%
+13,152
136
$386K 0.08%
+6,790
137
$379K 0.08%
+5,203
138
$361K 0.08%
+16,008
139
$359K 0.08%
4,435
+1,060
140
$356K 0.08%
3,007
+855
141
$353K 0.08%
+285
142
$351K 0.07%
+3,249
143
$347K 0.07%
+1,190
144
$346K 0.07%
+8,240
145
$343K 0.07%
+7,640
146
$341K 0.07%
+17,820
147
$336K 0.07%
+2,500
148
$335K 0.07%
+4,500
149
$334K 0.07%
+2,829
150
$334K 0.07%
3,358
+888
4 5
6
7 8