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
$508M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$8M
3
+$4.88M
4
NKE icon
Nike
NKE
+$4.74M
5
MCK icon
McKesson
MCK
+$2.42M

Top Sells

1
+$7.37M
2
+$6.1M
3
+$4.24M
4
JWN
Nordstrom
JWN
+$3.98M
5
JPM icon
JPMorgan Chase
JPM
+$1.83M

Sector Composition

1 Financials 15.24%
2 Technology 13.99%
3 Healthcare 11.9%
4 Consumer Staples 9.91%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$262K 0.05%
2,480
+1,654
152
$253K 0.05%
9,810
153
$249K 0.05%
+3,861
154
$243K 0.05%
3,375
-11,456
155
$237K 0.05%
+142
156
$233K 0.05%
7,269
+609
157
$232K 0.05%
2,201
+1,232
158
$231K 0.05%
1,550
-47
159
$228K 0.04%
3,311
160
$227K 0.04%
5,415
161
$227K 0.04%
18,975
162
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5,564
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163
$221K 0.04%
5,230
+4,377
164
$220K 0.04%
29,953
-14,345
165
$215K 0.04%
3,950
+300
166
$214K 0.04%
2,574
+55
167
$213K 0.04%
2,325
-14,846
168
$212K 0.04%
2,150
169
$210K 0.04%
5,340
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170
$203K 0.04%
1,432
-3,667
171
$202K 0.04%
10,664
+6,254
172
$201K 0.04%
5,306
-1,314
173
$201K 0.04%
+6,385
174
$195K 0.04%
2,627
+1,178
175
$193K 0.04%
5,582
-15,700
5 6
7
8 9