FIB

First Interstate Bank Portfolio holdings

AUM $1.7B
1-Year Est. Return 9.01%
This Quarter Est. Return
1 Year Est. Return
+9.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$474M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$5.08M
3
+$4.72M
4
MU icon
Micron Technology
MU
+$629K
5
JNJ icon
Johnson & Johnson
JNJ
+$551K

Top Sells

1
+$6.88M
2
+$5.4M
3
+$5.21M
4
AAPL icon
Apple
AAPL
+$710K
5
LOW icon
Lowe's Companies
LOW
+$494K

Sector Composition

1 Technology 15.36%
2 Financials 13.71%
3 Healthcare 9.44%
4 Consumer Discretionary 7.87%
5 Industrials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$220K 0.05%
2,675
177
$220K 0.05%
1,275
178
$219K 0.05%
6,415
+1,000
179
$216K 0.05%
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180
$211K 0.04%
3,627
181
$211K 0.04%
2,412
-510
182
$210K 0.04%
2,650
183
$209K 0.04%
2,630
-1,190
184
$209K 0.04%
4,554
-179
185
$207K 0.04%
2,375
186
$206K 0.04%
598
187
$204K 0.04%
16,475
+620
188
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189
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190
$199K 0.04%
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191
$196K 0.04%
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192
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193
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194
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195
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1,020
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196
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197
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198
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10,613
+5,485
199
$183K 0.04%
17,950
+3,100
200
$180K 0.04%
7,605
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8
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