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
401
$32K 0.01%
+1,727
402
$32K 0.01%
1,295
403
$32K 0.01%
+400
404
$32K 0.01%
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405
$31K 0.01%
300
406
$31K 0.01%
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407
$30K 0.01%
965
408
$30K 0.01%
837
-167
409
$30K 0.01%
2,200
410
$30K 0.01%
192
411
$30K 0.01%
200
412
$30K 0.01%
858
413
$29K 0.01%
834
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414
$29K 0.01%
385
415
$28K 0.01%
142
416
$28K 0.01%
765
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417
$27K 0.01%
195
418
$27K 0.01%
250
419
$27K 0.01%
196
420
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421
$27K 0.01%
849
422
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423
$27K 0.01%
+587
424
$27K 0.01%
940
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425
$26K 0.01%
1,038
-445
15 16
17
18 19