FIB

First Interstate Bank Portfolio holdings

AUM $1.7B
1-Year Est. Return 9.01%
This Quarter Est. Return
1 Year Est. Return
+9.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$448M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$4.05M
2
+$3.94M
3
+$2.45M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.13M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$1.99M

Top Sells

1
+$4.62M
2
+$4.37M
3
+$2.43M
4
META icon
Meta Platforms (Facebook)
META
+$2.18M
5
AAPL icon
Apple
AAPL
+$1.09M

Sector Composition

1 Technology 14.21%
2 Financials 12.16%
3 Consumer Discretionary 8.88%
4 Healthcare 8.38%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.11M 1.36%
49,606
-760
27
$6M 1.34%
184,536
-2,913
28
$5.87M 1.31%
85,729
-1,999
29
$5.87M 1.31%
105,694
+72,976
30
$5.84M 1.3%
49,883
-1,692
31
$5.51M 1.23%
96,549
-2,875
32
$5.4M 1.2%
65,463
-2,334
33
$5.07M 1.13%
106,322
-3,480
34
$4.86M 1.08%
29,136
-13,094
35
$4.75M 1.06%
24,716
-798
36
$4.63M 1.03%
106,276
+1,018
37
$4.62M 1.03%
107,537
-3,136
38
$4.57M 1.02%
25,172
-657
39
$4.32M 0.96%
66,588
-2,609
40
$4.26M 0.95%
119,250
-5,156
41
$4.16M 0.93%
74,123
-1,438
42
$3.62M 0.81%
20,115
43
$3.48M 0.78%
45,125
+1,693
44
$3.4M 0.76%
82,064
+1,856
45
$2.47M 0.55%
65,460
+490
46
$2.45M 0.55%
8,608
+400
47
$2.38M 0.53%
22,886
-1,265
48
$2.2M 0.49%
27,680
-919
49
$2.02M 0.45%
55,768
+55,019
50
$1.89M 0.42%
12,079
-271
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