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
$452M
AUM Growth
+$9.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
718
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$5.86M
3
+$3.66M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.68M
5
FIBK icon
First Interstate BancSystem
FIBK
+$2.03M

Top Sells

1
+$5.6M
2
+$2.83M
3
+$2.34M
4
APA icon
APA Corp
APA
+$2M
5
QCOM icon
Qualcomm
QCOM
+$794K

Sector Composition

1 Technology 15.16%
2 Financials 13.81%
3 Healthcare 11.77%
4 Consumer Discretionary 7.79%
5 Industrials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$20K ﹤0.01%
270
-300
477
$20K ﹤0.01%
+487
478
$20K ﹤0.01%
500
479
$20K ﹤0.01%
200
480
$20K ﹤0.01%
697
-497
481
$20K ﹤0.01%
2,760
482
$20K ﹤0.01%
611
483
$20K ﹤0.01%
386
484
$20K ﹤0.01%
175
+47
485
$20K ﹤0.01%
125
486
$20K ﹤0.01%
1,281
487
$20K ﹤0.01%
350
488
$19K ﹤0.01%
670
489
$19K ﹤0.01%
145
490
$19K ﹤0.01%
1,000
491
$19K ﹤0.01%
1,038
492
$19K ﹤0.01%
135
493
$19K ﹤0.01%
1,275
494
$19K ﹤0.01%
160
495
$19K ﹤0.01%
710
496
$19K ﹤0.01%
10,000
497
$19K ﹤0.01%
+366
498
$19K ﹤0.01%
886
499
$19K ﹤0.01%
745
+445
500
$18K ﹤0.01%
417
+135
18 19
20
21 22