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
401
$35K 0.01%
1,000
402
$34K 0.01%
+809
403
$34K 0.01%
590
-1,010
404
$34K 0.01%
525
+251
405
$34K 0.01%
597
-595
406
$34K 0.01%
668
407
$34K 0.01%
2,900
408
$34K 0.01%
2,081
409
$33K 0.01%
325
410
$33K 0.01%
2,015
411
$32K 0.01%
1,027
412
$32K 0.01%
1,484
413
$31K 0.01%
192
414
$31K 0.01%
670
415
$31K 0.01%
1,300
416
$31K 0.01%
1,290
417
$31K 0.01%
10,330
418
$31K 0.01%
4,247
419
$30K 0.01%
300
420
$30K 0.01%
1,260
+255
421
$30K 0.01%
494
+144
422
$30K 0.01%
300
-111
423
$30K 0.01%
250
-30
424
$29K 0.01%
514
425
$29K 0.01%
138
15 16
17
18 19