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
126
$379K 0.08%
5,937
-137
127
$371K 0.08%
5,015
128
$370K 0.08%
10,898
+452
129
$369K 0.08%
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-658
130
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12,060
131
$350K 0.07%
4,461
-1,333
132
$348K 0.07%
7,000
-300
133
$343K 0.07%
6,328
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134
$327K 0.07%
20,000
135
$323K 0.07%
2,943
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136
$322K 0.07%
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137
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142
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139
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140
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42,010
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141
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142
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143
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144
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8,914
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145
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146
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147
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2,154
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148
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149
$262K 0.05%
22,544
150
$255K 0.05%
4,908
-1,270