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
426
$21K 0.01%
360
427
$21K 0.01%
541
428
$21K 0.01%
528
429
$21K 0.01%
569
430
$21K 0.01%
1,100
431
$21K 0.01%
350
432
$20K ﹤0.01%
135
433
$20K ﹤0.01%
171
434
$20K ﹤0.01%
600
-780
435
$20K ﹤0.01%
+398
436
$20K ﹤0.01%
1,365
-1,250
437
$20K ﹤0.01%
+175
438
$20K ﹤0.01%
+550
439
$20K ﹤0.01%
880
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440
$19K ﹤0.01%
900
441
$19K ﹤0.01%
145
442
$19K ﹤0.01%
102
443
$19K ﹤0.01%
471
444
$19K ﹤0.01%
300
445
$19K ﹤0.01%
1,380
446
$19K ﹤0.01%
200
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447
$19K ﹤0.01%
310
448
$19K ﹤0.01%
680
449
$19K ﹤0.01%
350
450
$19K ﹤0.01%
200
16 17
18
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