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
$448M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$4.05M
2
+$3.94M
3
+$2.45M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.13M
5
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$1.99M

Top Sells

1
+$4.62M
2
+$4.37M
3
+$2.43M
4
META icon
Meta Platforms (Facebook)
META
+$2.18M
5
AAPL icon
Apple
AAPL
+$1.09M

Sector Composition

1 Technology 14.21%
2 Financials 12.16%
3 Consumer Discretionary 8.88%
4 Healthcare 8.38%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$120K 0.03%
4,103
+1,575
252
$116K 0.03%
3,555
253
$116K 0.03%
9,145
-7,330
254
$115K 0.03%
1,460
255
$115K 0.03%
3,995
-316
256
$115K 0.03%
4,000
257
$115K 0.03%
3,496
+975
258
$114K 0.03%
2,382
259
$114K 0.03%
3,140
+1,110
260
$114K 0.03%
1,766
+400
261
$112K 0.03%
3,919
-1,060
262
$110K 0.02%
+3,743
263
$110K 0.02%
3,080
264
$109K 0.02%
9,500
265
$108K 0.02%
2,200
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266
$108K 0.02%
375
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267
$107K 0.02%
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$107K 0.02%
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269
$106K 0.02%
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270
$106K 0.02%
745
271
$106K 0.02%
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272
$105K 0.02%
2,510
-268
273
$104K 0.02%
657
+7
274
$104K 0.02%
1,130
-1,817
275
$104K 0.02%
6,000
9 10
11
12 13