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
401
$27K 0.01%
918
402
$27K 0.01%
1,925
-400
403
$26K 0.01%
+584
404
$26K 0.01%
200
405
$26K 0.01%
250
406
$26K 0.01%
200
407
$26K 0.01%
1,295
408
$26K 0.01%
858
409
$26K 0.01%
750
410
$25K 0.01%
625
411
$25K 0.01%
1,097
412
$24K 0.01%
525
413
$24K 0.01%
196
-206
414
$24K 0.01%
385
415
$23K 0.01%
195
416
$23K 0.01%
95
417
$23K 0.01%
849
418
$23K 0.01%
+749
419
$23K 0.01%
950
420
$22K 0.01%
365
421
$22K 0.01%
300
422
$22K 0.01%
690
423
$22K 0.01%
+142
424
$22K 0.01%
455
425
$21K 0.01%
235
15 16
17
18 19