FIB
First Interstate Bank Portfolio holdings
AUM
$1.7B
1-Year Return
9.01%
This Quarter Return
-13.22%
1 Year Return
+9.01%
3 Year Return
+29.57%
5 Year Return
–
10 Year Return
–
AUM
$404M
AUM Growth
-$69.8M
(-15%)
Cap. Flow
-$1.28M
Cap. Flow
% of AUM
-0.32%
Top 10 Holdings %
Top 10 Hldgs %
29.09%
Holding
692
New
52
Increased
106
Reduced
160
Closed
66
Top Buys
| 1 |
Goldman Sachs
GS
|
$3.85M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$3.4M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$3.11M |
| 4 |
Microchip Technology
MCHP
|
$2.81M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$2.3M |
Top Sells
| 1 |
Citigroup
C
|
$7.9M |
| 2 |
Apple
AAPL
|
$3.61M |
| 3 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$2.09M |
| 4 |
Exelon
EXC
|
$1.94M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$1.2M |
Sector Composition
| 1 | Technology | 13.73% |
| 2 | Financials | 12.8% |
| 3 | Healthcare | 9.17% |
| 4 | Consumer Discretionary | 7.92% |
| 5 | Industrials | 7.35% |
