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
$474M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$5.08M
3
+$4.72M
4
MU icon
Micron Technology
MU
+$629K
5
JNJ icon
Johnson & Johnson
JNJ
+$551K

Top Sells

1
+$6.88M
2
+$5.4M
3
+$5.21M
4
AAPL icon
Apple
AAPL
+$710K
5
LOW icon
Lowe's Companies
LOW
+$494K

Sector Composition

1 Technology 15.36%
2 Financials 13.71%
3 Healthcare 9.44%
4 Consumer Discretionary 7.87%
5 Industrials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$400K 0.08%
11,301
+4,017
127
$397K 0.08%
3,887
-352
128
$389K 0.08%
4,936
-282
129
$380K 0.08%
3,400
-170
130
$374K 0.08%
8,041
-118
131
$351K 0.07%
4,295
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132
$351K 0.07%
13,940
-125
133
$349K 0.07%
3,842
-228
134
$342K 0.07%
2,149
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135
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2,254
-78
136
$339K 0.07%
11,800
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137
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1,489
-94
138
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2,137
+376
139
$321K 0.07%
5,645
140
$320K 0.07%
6,593
141
$314K 0.07%
6,055
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142
$311K 0.07%
6,355
143
$308K 0.06%
7,375
+1,450
144
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2,650
145
$304K 0.06%
9,192
-1,883
146
$299K 0.06%
2,947
-170
147
$296K 0.06%
4,253
+301
148
$295K 0.06%
836
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149
$292K 0.06%
8,113
-313
150
$289K 0.06%
4,119
-332
4 5
6
7 8