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
201
$161K 0.03%
3,350
202
$160K 0.03%
6,807
+6,137
203
$160K 0.03%
3,650
-2,250
204
$159K 0.03%
10,210
205
$159K 0.03%
6,767
206
$158K 0.03%
2,300
+1,100
207
$157K 0.03%
9,522
-2,408
208
$157K 0.03%
7,455
209
$157K 0.03%
+2,895
210
$155K 0.03%
2,205
-785
211
$154K 0.03%
3,535
212
$154K 0.03%
2,124
213
$153K 0.03%
1,065
-1,789
214
$152K 0.03%
1,139
-2,480
215
$151K 0.03%
8,515
-1,705
216
$150K 0.03%
1,348
+27
217
$150K 0.03%
3,647
-275
218
$148K 0.03%
3,189
+1,360
219
$148K 0.03%
4,972
220
$146K 0.03%
2,118
221
$145K 0.03%
2,720
222
$145K 0.03%
8,500
-14,500
223
$141K 0.03%
2,760
-4,915
224
$140K 0.03%
3,858
+1,091
225
$139K 0.03%
3,060
7 8
9
10 11