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
426
$23K ﹤0.01%
945
427
$22K ﹤0.01%
960
428
$22K ﹤0.01%
1,275
-100
429
$22K ﹤0.01%
1,250
+650
430
$22K ﹤0.01%
864
+207
431
$22K ﹤0.01%
668
432
$22K ﹤0.01%
+749
433
$21K ﹤0.01%
382
434
$21K ﹤0.01%
323
-337
435
$21K ﹤0.01%
156
+21
436
$21K ﹤0.01%
1,643
-723
437
$21K ﹤0.01%
1,771
438
$21K ﹤0.01%
489
+107
439
$21K ﹤0.01%
406
440
$21K ﹤0.01%
148
441
$21K ﹤0.01%
+886
442
$21K ﹤0.01%
400
443
$21K ﹤0.01%
200
444
$21K ﹤0.01%
4,247
445
$20K ﹤0.01%
307
+6
446
$20K ﹤0.01%
820
+114
447
$20K ﹤0.01%
295
448
$20K ﹤0.01%
350
449
$19K ﹤0.01%
130
-56
450
$19K ﹤0.01%
1,000
16 17
18
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