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
376
$42K 0.01%
813
377
$42K 0.01%
501
378
$42K 0.01%
597
379
$42K 0.01%
345
380
$42K 0.01%
2,957
-232
381
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382
$41K 0.01%
4,405
383
$40K 0.01%
494
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384
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+829
385
$40K 0.01%
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386
$38K 0.01%
300
387
$37K 0.01%
+845
388
$37K 0.01%
808
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389
$36K 0.01%
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390
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391
$35K 0.01%
144
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393
$34K 0.01%
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394
$34K 0.01%
700
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393
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398
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399
$33K 0.01%
630
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400
$33K 0.01%
1,290
14 15
16
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