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
$469M
AUM Growth
-$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
844
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$6.22M
3
+$3.64M
4
DIS icon
Walt Disney
DIS
+$2.85M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.82M

Top Sells

1
+$2.17M
2
+$1.96M
3
+$823K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$819K
5
DD
Du Pont De Nemours E I
DD
+$131K

Sector Composition

1 Technology 15.75%
2 Financials 14.97%
3 Healthcare 12.87%
4 Consumer Staples 11.82%
5 Energy 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$254K 0.05%
+20,000
177
$254K 0.05%
+3,721
178
$252K 0.05%
+1,230
179
$249K 0.05%
+2,288
180
$246K 0.05%
+8,628
181
$242K 0.05%
+6,489
182
$239K 0.05%
+28,100
183
$236K 0.05%
+3,430
184
$233K 0.05%
+3,210
185
$231K 0.05%
+5,750
186
$229K 0.05%
+5,880
187
$229K 0.05%
+2,250
188
$226K 0.05%
+2,540
189
$223K 0.05%
+2,919
190
$220K 0.05%
+2,090
191
$216K 0.05%
+8,000
192
$215K 0.05%
+1,720
193
$212K 0.05%
+3,080
194
$209K 0.04%
+3,790
195
$207K 0.04%
+4,306
196
$206K 0.04%
+2,347
197
$204K 0.04%
+4,914
198
$204K 0.04%
+7,716
199
$201K 0.04%
+2,310
200
$199K 0.04%
+5,375
6 7
8
9 10