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
$404M
AUM Growth
-$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.4M
3
+$3.11M
4
MCHP icon
Microchip Technology
MCHP
+$2.81M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.3M

Top Sells

1
+$7.9M
2
+$3.61M
3
+$2.09M
4
EXC icon
Exelon
EXC
+$1.94M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.2M

Sector Composition

1 Technology 13.73%
2 Financials 12.8%
3 Healthcare 9.17%
4 Consumer Discretionary 7.92%
5 Consumer Staples 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$38K 0.01%
125
377
$37K 0.01%
840
-1,000
378
$36K 0.01%
+1,200
379
$36K 0.01%
534
380
$36K 0.01%
1,483
381
$36K 0.01%
841
-200
382
$35K 0.01%
525
383
$34K 0.01%
1,287
-7
384
$34K 0.01%
150
385
$33K 0.01%
597
386
$33K 0.01%
+4,000
387
$32K 0.01%
1,425
388
$31K 0.01%
300
389
$31K 0.01%
1,004
+771
390
$30K 0.01%
138
391
$30K 0.01%
1,000
-630
392
$30K 0.01%
2,200
393
$30K 0.01%
2,049
+1,834
394
$29K 0.01%
1,290
395
$29K 0.01%
700
396
$28K 0.01%
192
397
$28K 0.01%
1,484
398
$28K 0.01%
+450
399
$27K 0.01%
300
400
$27K 0.01%
965
14 15
16
17 18