FIB

First Interstate Bank Portfolio holdings

AUM $1.78B
1-Year Est. Return 13.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
+$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$278M
2
+$36.8M
3
+$20M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$6.47M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.1M

Top Sells

1
+$4.89M
2
+$3.16M
3
+$2.59M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.11M
5
MCK icon
McKesson
MCK
+$1.92M

Sector Composition

1 Financials 25.44%
2 Technology 4.56%
3 Consumer Discretionary 2.25%
4 Healthcare 2.09%
5 Consumer Staples 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-6,271
177
– –
-3,000
178
– –
-9,580
179
– –
-2,313
180
– –
-2,195
4 5 6 7
8