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
251
$116K 0.02%
1,745
-505
252
$114K 0.02%
2,630
-490
253
$113K 0.02%
4,280
254
$113K 0.02%
775
255
$112K 0.02%
+2,170
256
$112K 0.02%
5,965
257
$112K 0.02%
1,800
258
$109K 0.02%
2,250
259
$108K 0.02%
1,460
260
$108K 0.02%
7,650
261
$108K 0.02%
2,515
262
$106K 0.02%
1,713
-136
263
$104K 0.02%
4,000
264
$104K 0.02%
497
265
$104K 0.02%
1,859
266
$104K 0.02%
5,625
-440
267
$103K 0.02%
+4,720
268
$103K 0.02%
1,241
-30
269
$102K 0.02%
3,895
270
$102K 0.02%
3,200
271
$102K 0.02%
7,575
272
$100K 0.02%
2,600
-58
273
$99K 0.02%
1,274
-819
274
$99K 0.02%
1,806
275
$98K 0.02%
1,741
9 10
11
12 13