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
476
$17K ﹤0.01%
+872
477
$17K ﹤0.01%
150
+100
478
$17K ﹤0.01%
2,528
479
$17K ﹤0.01%
344
480
$17K ﹤0.01%
1,055
481
$17K ﹤0.01%
900
-5,300
482
$16K ﹤0.01%
670
-4,959
483
$16K ﹤0.01%
144
484
$16K ﹤0.01%
193
-54
485
$16K ﹤0.01%
248
486
$16K ﹤0.01%
1,769
487
$16K ﹤0.01%
316
488
$16K ﹤0.01%
+1,400
489
$16K ﹤0.01%
+592
490
$16K ﹤0.01%
1,161
491
$16K ﹤0.01%
230
492
$16K ﹤0.01%
120
493
$16K ﹤0.01%
300
494
$16K ﹤0.01%
3,400
495
$16K ﹤0.01%
1,020
-476
496
$15K ﹤0.01%
278
+239
497
$15K ﹤0.01%
+223
498
$15K ﹤0.01%
165
499
$15K ﹤0.01%
300
500
$15K ﹤0.01%
361
18 19
20
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