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
$1.44B
AUM Growth
+$94.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Sells

1 +$31.8M
2 +$14.8M
3 +$4.38M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.41M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.5M

Sector Composition

1 Financials 12.95%
2 Technology 4.88%
3 Consumer Discretionary 2.89%
4 Consumer Staples 1.8%
5 Communication Services 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$248K 0.02%
3,707
+46
152
$245K 0.02%
+3,724
153
$245K 0.02%
668
-78
154
$238K 0.02%
+1,500
155
$230K 0.02%
3,000
156
$225K 0.02%
2,467
-280
157
$220K 0.02%
2,525
-273
158
$220K 0.02%
2,400
159
$217K 0.02%
3,000
160
$210K 0.01%
+986
161
$209K 0.01%
+2,288
162
$207K 0.01%
2,525
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163
$207K 0.01%
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164
$206K 0.01%
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165
$206K 0.01%
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166
$203K 0.01%
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167
$139K 0.01%
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168
$121K 0.01%
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169
$121K 0.01%
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170
$76.4K 0.01%
+10,350
171
-2,545
172
-5,773
173
-41,690
174
-2,678
175
-738