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
326
$65K 0.01%
255
327
$64K 0.01%
+1,190
328
$62K 0.01%
1,032
+732
329
$62K 0.01%
800
+406
330
$61K 0.01%
1,700
+140
331
$57K 0.01%
306
332
$57K 0.01%
3,555
333
$57K 0.01%
1,133
334
$56K 0.01%
967
335
$56K 0.01%
701
+275
336
$56K 0.01%
650
337
$55K 0.01%
1,551
338
$55K 0.01%
4,460
339
$55K 0.01%
300
340
$55K 0.01%
882
341
$54K 0.01%
+730
342
$52K 0.01%
700
343
$52K 0.01%
1,000
344
$51K 0.01%
251
345
$51K 0.01%
1,558
346
$51K 0.01%
21,000
347
$50K 0.01%
5,000
348
$50K 0.01%
550
349
$50K 0.01%
1,252
+96
350
$49K 0.01%
517
12 13
14
15 16