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
$469M
AUM Growth
-$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
844
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$6.22M
3
+$3.64M
4
DIS icon
Walt Disney
DIS
+$2.85M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.82M

Top Sells

1
+$2.17M
2
+$1.96M
3
+$823K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$819K
5
DD
Du Pont De Nemours E I
DD
+$131K

Sector Composition

1 Technology 15.75%
2 Financials 14.97%
3 Healthcare 12.87%
4 Consumer Staples 11.82%
5 Energy 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$197K 0.04%
+2,700
202
$196K 0.04%
+2,294
203
$195K 0.04%
+6,165
204
$187K 0.04%
+7,660
205
$184K 0.04%
+2,042
206
$181K 0.04%
+4,380
207
$179K 0.04%
+4,140
208
$178K 0.04%
+5,380
209
$178K 0.04%
4,655
210
$176K 0.04%
+19,650
211
$173K 0.04%
+1,060
212
$173K 0.04%
+2,679
213
$171K 0.04%
+6,250
214
$168K 0.04%
+2,790
215
$167K 0.04%
+6,779
216
$166K 0.04%
+2,909
217
$166K 0.04%
+9,060
218
$166K 0.04%
+3,810
219
$163K 0.03%
+1,677
220
$163K 0.03%
+6,400
221
$162K 0.03%
+3,870
222
$161K 0.03%
+3,796
223
$161K 0.03%
+4,568
224
$159K 0.03%
+16,859
225
$157K 0.03%
+6,410
7 8
9
10 11