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
426
$29K 0.01%
1,715
427
$29K 0.01%
359
-75
428
$29K 0.01%
795
-56
429
$29K 0.01%
2,400
430
$29K 0.01%
1,295
-1,659
431
$28K 0.01%
1,275
432
$28K 0.01%
1,380
-4,270
433
$28K 0.01%
985
-1,062
434
$28K 0.01%
700
435
$27K 0.01%
625
436
$27K 0.01%
331
-51
437
$27K 0.01%
2,200
438
$27K 0.01%
300
439
$27K 0.01%
950
440
$27K 0.01%
365
441
$27K 0.01%
335
-53
442
$26K 0.01%
1,487
443
$26K 0.01%
250
444
$26K 0.01%
243
445
$26K 0.01%
2,665
446
$26K 0.01%
400
447
$25K 0.01%
405
+140
448
$25K 0.01%
300
449
$25K 0.01%
420
450
$25K 0.01%
1,100
16 17
18
19 20