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
$483M
AUM Growth
-$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$9.74M
2
+$1.57M
3
+$1.32M
4
SBUX icon
Starbucks
SBUX
+$1.25M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$971K

Top Sells

1
+$5.16M
2
+$5.02M
3
+$1.26M
4
SWKS icon
Skyworks Solutions
SWKS
+$1.22M
5
AAPL icon
Apple
AAPL
+$1.15M

Sector Composition

1 Financials 14.16%
2 Technology 13.08%
3 Healthcare 12.58%
4 Energy 9.77%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$135K 0.03%
1,050
-250
227
$134K 0.03%
6,000
-2,250
228
$132K 0.03%
3,203
-325
229
$132K 0.03%
3,000
-45
230
$132K 0.03%
4,733
+4,629
231
$130K 0.03%
1,350
232
$129K 0.03%
8,390
233
$129K 0.03%
2,850
234
$128K 0.03%
7,375
235
$127K 0.03%
2,029
-1,724
236
$127K 0.03%
2,012
-624
237
$127K 0.03%
1,157
+35
238
$124K 0.03%
2,376
+1,064
239
$124K 0.03%
+3,195
240
$123K 0.03%
982
+25
241
$121K 0.03%
6,880
242
$120K 0.02%
2,000
243
$120K 0.02%
1,600
244
$119K 0.02%
2,339
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245
$119K 0.02%
2,796
246
$119K 0.02%
6,395
+4,590
247
$119K 0.02%
1,618
+38
248
$118K 0.02%
860
249
$117K 0.02%
2,650
250
$117K 0.02%
1,477
8 9
10
11 12