FIB

First Interstate Bank Portfolio holdings

AUM $1.81B
1-Year Est. Return 8.66%
This Quarter Est. Return
1 Year Est. Return
+8.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$477M
AUM Growth
-$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.47M
3
+$2.19M
4
FDX icon
FedEx
FDX
+$1.09M
5
C icon
Citigroup
C
+$352K

Top Sells

1
+$4.76M
2
+$3.4M
3
+$747K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$740K
5
CB icon
Chubb
CB
+$579K

Sector Composition

1 Technology 16.22%
2 Financials 14.27%
3 Healthcare 12.38%
4 Consumer Staples 12.21%
5 Industrials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$322K 0.07%
4,200
152
$315K 0.07%
6,316
+529
153
$315K 0.07%
4,593
+1,260
154
$313K 0.07%
5,015
-2,750
155
$312K 0.07%
17,464
-5,042
156
$312K 0.07%
10,061
+10,000
157
$309K 0.06%
2,217
-670
158
$302K 0.06%
17,773
-2,925
159
$296K 0.06%
3,559
+640
160
$284K 0.06%
6,260
161
$284K 0.06%
3,086
-666
162
$275K 0.06%
5,880
163
$272K 0.06%
9,900
+4,250
164
$269K 0.06%
32,845
165
$265K 0.06%
1,968
-220
166
$263K 0.06%
9,360
+2,200
167
$262K 0.05%
3,870
168
$258K 0.05%
2,250
169
$252K 0.05%
+3,500
170
$248K 0.05%
20,000
171
$247K 0.05%
6,410
172
$242K 0.05%
3,721
173
$241K 0.05%
5,125
174
$239K 0.05%
2,755
+25
175
$236K 0.05%
2,347
5 6
7
8 9