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
376
$42K 0.01%
1,500
-32
377
$42K 0.01%
964
378
$42K 0.01%
19,000
+8,000
379
$42K 0.01%
1,000
380
$42K 0.01%
247
-30
381
$41K 0.01%
117
382
$41K 0.01%
2,668
383
$41K 0.01%
740
+270
384
$41K 0.01%
788
385
$40K 0.01%
820
+525
386
$40K 0.01%
569
+152
387
$39K 0.01%
+3,200
388
$39K 0.01%
378
-10
389
$38K 0.01%
570
-700
390
$38K 0.01%
610
391
$38K 0.01%
1,483
392
$38K 0.01%
622
393
$38K 0.01%
3,920
394
$38K 0.01%
858
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395
$38K 0.01%
182
396
$37K 0.01%
600
397
$37K 0.01%
918
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398
$36K 0.01%
55
399
$36K 0.01%
+694
400
$35K 0.01%
1,194
+376
14 15
16
17 18