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
$483M
AUM Growth
-$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$9.74M
2
+$1.57M
3
+$1.32M
4
SBUX icon
Starbucks
SBUX
+$1.25M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$971K

Top Sells

1
+$5.16M
2
+$5.02M
3
+$1.26M
4
SWKS icon
Skyworks Solutions
SWKS
+$1.22M
5
AAPL icon
Apple
AAPL
+$1.15M

Sector Composition

1 Financials 14.16%
2 Technology 13.08%
3 Healthcare 12.58%
4 Energy 9.77%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$29K 0.01%
840
+45
402
$29K 0.01%
950
403
$28K 0.01%
700
404
$27K 0.01%
500
405
$27K 0.01%
1,207
406
$26K 0.01%
625
407
$26K 0.01%
468
408
$26K 0.01%
1,487
409
$26K 0.01%
470
410
$26K 0.01%
1,300
411
$26K 0.01%
327
+112
412
$25K 0.01%
518
-1,651
413
$25K 0.01%
746
414
$25K 0.01%
+1,391
415
$25K 0.01%
1,107
416
$25K 0.01%
+1,500
417
$24K 0.01%
+490
418
$24K 0.01%
+828
419
$24K 0.01%
808
420
$24K 0.01%
2,665
421
$23K ﹤0.01%
300
422
$23K ﹤0.01%
700
423
$23K ﹤0.01%
494
424
$23K ﹤0.01%
528
425
$23K ﹤0.01%
1,963
-75
15 16
17
18 19