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
$480M
AUM Growth
+$2.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$2.93M
3
+$2.55M
4
AAPL icon
Apple
AAPL
+$1.57M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$854K

Top Sells

1
+$6.51M
2
+$4.91M
3
+$1.62M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$831K
5
SNY icon
Sanofi
SNY
+$410K

Sector Composition

1 Technology 15.41%
2 Financials 14.6%
3 Healthcare 12.83%
4 Consumer Staples 12.16%
5 Energy 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$215K 0.04%
6,600
-260
177
$214K 0.04%
10,890
+275
178
$208K 0.04%
7,700
-300
179
$205K 0.04%
7,716
180
$205K 0.04%
2,579
181
$204K 0.04%
19,718
+19,400
182
$203K 0.04%
3,420
+395
183
$203K 0.04%
8,031
184
$200K 0.04%
1,120
+1,108
185
$198K 0.04%
2,700
-675
186
$197K 0.04%
1,413
187
$197K 0.04%
36,733
188
$194K 0.04%
3,000
+860
189
$191K 0.04%
3,875
190
$191K 0.04%
1,388
-580
191
$190K 0.04%
12,690
-1,190
192
$188K 0.04%
5,750
193
$178K 0.04%
3,566
194
$176K 0.04%
2,270
-1,230
195
$172K 0.04%
9,810
196
$170K 0.04%
11,755
-1,050
197
$170K 0.04%
3,625
+750
198
$167K 0.03%
6,400
199
$166K 0.03%
4,359
+300
200
$165K 0.03%
18,975
6 7
8
9 10