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
451
$19K ﹤0.01%
1,656
452
$19K ﹤0.01%
226
453
$19K ﹤0.01%
200
-194
454
$19K ﹤0.01%
400
455
$19K ﹤0.01%
1,700
+1,200
456
$19K ﹤0.01%
231
457
$19K ﹤0.01%
400
458
$18K ﹤0.01%
142
+40
459
$18K ﹤0.01%
476
460
$18K ﹤0.01%
264
-980
461
$18K ﹤0.01%
600
462
$18K ﹤0.01%
510
463
$18K ﹤0.01%
331
464
$18K ﹤0.01%
200
465
$18K ﹤0.01%
750
466
$18K ﹤0.01%
750
467
$18K ﹤0.01%
236
468
$18K ﹤0.01%
125
469
$18K ﹤0.01%
417
470
$18K ﹤0.01%
673
+241
471
$17K ﹤0.01%
811
472
$17K ﹤0.01%
410
473
$17K ﹤0.01%
310
474
$17K ﹤0.01%
386
+121
475
$17K ﹤0.01%
+400
17 18
19
20 21