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
$452M
AUM Growth
+$9.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
718
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$5.86M
3
+$3.66M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.68M
5
FIBK icon
First Interstate BancSystem
FIBK
+$2.03M

Top Sells

1
+$5.6M
2
+$2.83M
3
+$2.34M
4
APA icon
APA Corp
APA
+$2M
5
QCOM icon
Qualcomm
QCOM
+$794K

Sector Composition

1 Technology 15.16%
2 Financials 13.81%
3 Healthcare 11.77%
4 Consumer Discretionary 7.79%
5 Industrials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$27K 0.01%
195
427
$27K 0.01%
243
428
$27K 0.01%
+385
429
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1,279
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430
$27K 0.01%
365
431
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414
432
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300
433
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235
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434
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650
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436
$26K 0.01%
250
437
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438
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$25K 0.01%
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$25K 0.01%
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443
$25K 0.01%
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448
$24K 0.01%
454
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449
$24K 0.01%
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450
$24K 0.01%
326
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