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
$1.65B
AUM Growth
+$5.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Sells

1 +$14.6M
2 +$6.18M
3 +$6.1M
4
GS icon
Goldman Sachs
GS
+$5.58M
5
SCHW icon
Charles Schwab
SCHW
+$4.22M

Sector Composition

1 Financials 11.71%
2 Technology 4.94%
3 Consumer Discretionary 2.29%
4 Consumer Staples 1.68%
5 Healthcare 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$294K 0.02%
2,094
-6
152
$282K 0.02%
3,307
-423
153
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2,330
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154
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155
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156
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7,340
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612
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158
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159
$261K 0.02%
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2,288
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$260K 0.02%
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162
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163
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169
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171
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2,300
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173
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2,500
-18
174
$208K 0.01%
2,288
175
$208K 0.01%
2,335