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
451
$25K 0.01%
517
452
$24K 0.01%
700
453
$24K 0.01%
468
454
$24K 0.01%
+384
455
$24K 0.01%
400
456
$24K 0.01%
1,200
-200
457
$24K 0.01%
+428
458
$23K 0.01%
323
459
$23K 0.01%
960
460
$23K 0.01%
326
+126
461
$23K 0.01%
142
462
$23K 0.01%
195
-65
463
$23K 0.01%
1,275
464
$23K 0.01%
325
+20
465
$23K 0.01%
350
466
$22K 0.01%
965
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467
$22K 0.01%
710
468
$22K 0.01%
10,000
469
$22K 0.01%
1,000
470
$22K 0.01%
120
471
$22K 0.01%
200
472
$21K ﹤0.01%
414
-39
473
$21K ﹤0.01%
738
474
$21K ﹤0.01%
906
475
$21K ﹤0.01%
132
+56
17 18
19
20 21