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
$404M
AUM Growth
-$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.4M
3
+$3.11M
4
MCHP icon
Microchip Technology
MCHP
+$2.81M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.3M

Top Sells

1
+$7.9M
2
+$3.61M
3
+$2.09M
4
EXC icon
Exelon
EXC
+$1.94M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.2M

Sector Composition

1 Technology 13.73%
2 Financials 12.8%
3 Healthcare 9.17%
4 Consumer Discretionary 7.92%
5 Consumer Staples 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$16K ﹤0.01%
+544
477
$16K ﹤0.01%
+130
478
$15K ﹤0.01%
245
479
$15K ﹤0.01%
271
480
$15K ﹤0.01%
200
-200
481
$15K ﹤0.01%
+865
482
$15K ﹤0.01%
570
483
$15K ﹤0.01%
1,850
484
$15K ﹤0.01%
+465
485
$15K ﹤0.01%
+235
486
$15K ﹤0.01%
481
487
$15K ﹤0.01%
495
488
$15K ﹤0.01%
+1,088
489
$14K ﹤0.01%
250
490
$14K ﹤0.01%
271
-1,170
491
$14K ﹤0.01%
456
492
$14K ﹤0.01%
200
493
$14K ﹤0.01%
290
-54
494
$14K ﹤0.01%
+125
495
$14K ﹤0.01%
351
+40
496
$14K ﹤0.01%
302
497
$14K ﹤0.01%
+428
498
$14K ﹤0.01%
163
-56
499
$14K ﹤0.01%
1,161
500
$14K ﹤0.01%
1,000
18 19
20
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