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
$484M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$2.33M
3
+$1.26M
4
MO icon
Altria Group
MO
+$332K
5
PM icon
Philip Morris
PM
+$294K

Top Sells

1
+$4.9M
2
+$4.82M
3
+$4.61M
4
C icon
Citigroup
C
+$4.5M
5
AAPL icon
Apple
AAPL
+$3.65M

Sector Composition

1 Technology 15%
2 Financials 14.04%
3 Healthcare 12.02%
4 Consumer Staples 9.7%
5 Industrials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$211K 0.04%
30,453
+500
177
$208K 0.04%
3,282
-791
178
$207K 0.04%
6,300
179
$203K 0.04%
4,068
-1,306
180
$199K 0.04%
1,650
-500
181
$196K 0.04%
3,566
182
$190K 0.04%
4,380
-960
183
$189K 0.04%
2,852
184
$187K 0.04%
2,375
+10
185
$186K 0.04%
15,460
+2,435
186
$186K 0.04%
12,750
+150
187
$184K 0.04%
13,496
188
$184K 0.04%
+3,000
189
$182K 0.04%
1,620
-160
190
$177K 0.04%
3,845
+310
191
$177K 0.04%
3,562
-85
192
$175K 0.04%
1,782
-190
193
$174K 0.04%
3,100
-8,500
194
$174K 0.04%
7,455
195
$172K 0.04%
2,093
-31
196
$171K 0.04%
6,682
+4,700
197
$171K 0.04%
8,020
-935
198
$170K 0.04%
3,694
+505
199
$168K 0.03%
6,280
+1,320
200
$167K 0.03%
1,139
6 7
8
9 10