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
351
$53K 0.01%
317
+17
352
$53K 0.01%
479
353
$53K 0.01%
2,140
-970
354
$52K 0.01%
3,470
355
$51K 0.01%
1,915
356
$51K 0.01%
3,187
+1,138
357
$51K 0.01%
760
358
$50K 0.01%
231
359
$50K 0.01%
2,648
360
$49K 0.01%
5,529
-2,670
361
$49K 0.01%
2,200
362
$49K 0.01%
2,100
363
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1,135
+25
364
$49K 0.01%
610
365
$48K 0.01%
1,530
+30
366
$48K 0.01%
400
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367
$47K 0.01%
155
-250
368
$47K 0.01%
740
369
$47K 0.01%
3,775
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370
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371
$45K 0.01%
400
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372
$44K 0.01%
2,876
373
$44K 0.01%
450
374
$43K 0.01%
125
375
$43K 0.01%
+210
13 14
15
16 17