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
$508M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$8M
3
+$4.88M
4
NKE icon
Nike
NKE
+$4.74M
5
MCK icon
McKesson
MCK
+$2.42M

Top Sells

1
+$7.37M
2
+$6.1M
3
+$4.24M
4
JWN
Nordstrom
JWN
+$3.98M
5
JPM icon
JPMorgan Chase
JPM
+$1.83M

Sector Composition

1 Financials 15.24%
2 Technology 13.99%
3 Healthcare 11.9%
4 Consumer Staples 9.91%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$192K 0.04%
3,566
177
$192K 0.04%
11,560
+670
178
$192K 0.04%
1,400
-1,001
179
$190K 0.04%
2,630
+555
180
$190K 0.04%
16,000
-890
181
$188K 0.04%
2,023
+859
182
$185K 0.04%
2,365
-1,055
183
$184K 0.04%
1,780
+100
184
$184K 0.04%
+5,210
185
$181K 0.04%
4,128
+145
186
$180K 0.04%
13,025
187
$179K 0.04%
23,750
+22,500
188
$179K 0.04%
13,496
-1,674
189
$178K 0.04%
4,495
-250
190
$177K 0.03%
9,900
191
$177K 0.03%
15,455
+2,965
192
$173K 0.03%
1,972
+160
193
$172K 0.03%
8,955
-970
194
$172K 0.03%
+2,375
195
$171K 0.03%
12,600
-100
196
$166K 0.03%
7,915
197
$165K 0.03%
3,046
198
$162K 0.03%
1,420
-18
199
$161K 0.03%
2,852
200
$161K 0.03%
6,300
+100
6 7
8
9 10