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
326
$65K 0.01%
2,861
327
$65K 0.01%
+1,200
328
$65K 0.01%
682
-542
329
$65K 0.01%
450
330
$63K 0.01%
776
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331
$63K 0.01%
+1,110
332
$62K 0.01%
2,516
333
$62K 0.01%
940
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334
$62K 0.01%
535
335
$61K 0.01%
2,611
336
$61K 0.01%
500
337
$60K 0.01%
1,327
338
$59K 0.01%
422
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339
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600
340
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555
341
$58K 0.01%
494
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342
$58K 0.01%
1,115
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343
$57K 0.01%
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344
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345
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346
$56K 0.01%
875
347
$55K 0.01%
537
348
$55K 0.01%
1,637
349
$54K 0.01%
500
350
$54K 0.01%
600
12 13
14
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