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
201
$164K 0.03%
10,210
202
$164K 0.03%
13,000
-3,000
203
$162K 0.03%
5,218
-88
204
$162K 0.03%
11,560
205
$161K 0.03%
2,205
206
$160K 0.03%
4,972
207
$160K 0.03%
6,767
208
$159K 0.03%
+3,120
209
$157K 0.03%
2,720
210
$157K 0.03%
2,515
+140
211
$156K 0.03%
2,636
-1,225
212
$156K 0.03%
8,500
213
$155K 0.03%
5,840
-2,075
214
$155K 0.03%
8,250
+4,674
215
$152K 0.03%
8,390
-125
216
$146K 0.03%
3,060
217
$145K 0.03%
4,647
218
$142K 0.03%
1,104
219
$142K 0.03%
1,187
-161
220
$142K 0.03%
3,858
221
$142K 0.03%
8,865
222
$142K 0.03%
1,300
223
$141K 0.03%
1,040
-25
224
$141K 0.03%
931
+194
225
$139K 0.03%
2,760
7 8
9
10 11