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
476
$21K ﹤0.01%
+455
477
$20K ﹤0.01%
400
478
$20K ﹤0.01%
145
479
$20K ﹤0.01%
1,000
480
$20K ﹤0.01%
248
481
$20K ﹤0.01%
811
482
$20K ﹤0.01%
171
-55
483
$20K ﹤0.01%
500
484
$20K ﹤0.01%
2,760
485
$20K ﹤0.01%
886
486
$20K ﹤0.01%
841
+185
487
$20K ﹤0.01%
304
-889
488
$20K ﹤0.01%
1,281
489
$20K ﹤0.01%
629
+289
490
$19K ﹤0.01%
490
491
$19K ﹤0.01%
1,249
492
$19K ﹤0.01%
1,038
+390
493
$19K ﹤0.01%
205
494
$19K ﹤0.01%
135
-21
495
$19K ﹤0.01%
160
496
$19K ﹤0.01%
1,700
497
$19K ﹤0.01%
400
498
$19K ﹤0.01%
125
499
$18K ﹤0.01%
670
500
$18K ﹤0.01%
165
18 19
20
21 22