FIB

First Interstate Bank Portfolio holdings

AUM $1.86B
1-Year Est. Return 11.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$482M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$2.07M
3
+$1.49M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.47M
5
XOM icon
Exxon Mobil
XOM
+$1.18M

Top Sells

1
+$3.9M
2
+$2.71M
3
+$2.04M
4
BHP icon
BHP
BHP
+$1.75M
5
AMZN icon
Amazon
AMZN
+$1.18M

Sector Composition

1 Technology 15.31%
2 Financials 15.02%
3 Healthcare 12.92%
4 Consumer Staples 12.15%
5 Energy 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$241K 0.05%
5,880
177
$239K 0.05%
6,489
178
$238K 0.05%
20,000
179
$233K 0.05%
5,365
-119
180
$232K 0.05%
+6,410
181
$230K 0.05%
2,250
182
$219K 0.05%
33,798
+16,415
183
$217K 0.05%
8,000
184
$215K 0.04%
2,700
185
$214K 0.04%
2,730
+1,575
186
$209K 0.04%
3,790
187
$209K 0.04%
7,160
+3,329
188
$208K 0.04%
2,347
189
$206K 0.04%
5,750
+2,575
190
$205K 0.04%
7,716
191
$203K 0.04%
2,459
+1,075
192
$202K 0.04%
2,167
193
$199K 0.04%
7,660
194
$189K 0.04%
4,140
195
$189K 0.04%
3,500
+2,580
196
$187K 0.04%
3,870
197
$185K 0.04%
9,810
+8,650
198
$183K 0.04%
3,875
+79
199
$181K 0.04%
5,650
+275
200
$179K 0.04%
940
-880
6 7
8
9 10