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
$443M
AUM Growth
-$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$4.96M
3
+$4M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.89M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.43M

Top Sells

1
+$6.72M
2
+$5.23M
3
+$4.13M
4
JPM icon
JPMorgan Chase
JPM
+$4.07M
5
MOS icon
The Mosaic Company
MOS
+$2.45M

Sector Composition

1 Technology 16.11%
2 Financials 14.4%
3 Healthcare 12.85%
4 Industrials 8.7%
5 Consumer Staples 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$52K 0.01%
600
352
$51K 0.01%
3,470
353
$51K 0.01%
813
354
$50K 0.01%
1,500
355
$50K 0.01%
708
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356
$49K 0.01%
890
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357
$49K 0.01%
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358
$49K 0.01%
20,850
-16,000
359
$49K 0.01%
1,418
360
$48K 0.01%
300
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361
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1,190
362
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730
363
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364
$48K 0.01%
555
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365
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366
$46K 0.01%
760
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367
$45K 0.01%
2,325
368
$44K 0.01%
1,118
369
$44K 0.01%
511
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275
371
$43K 0.01%
7,000
372
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534
373
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155
374
$43K 0.01%
125
375
$42K 0.01%
1,150
-1,474
13 14
15
16 17