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
$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
State Street Technology Select Sector SPDR ETF
XLK
+$2.13M
5
XLRE icon
State Street Real Estate Select Sector SPDR ETF
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
476
$18K ﹤0.01%
1,250
477
$18K ﹤0.01%
200
478
$18K ﹤0.01%
387
+14
479
$18K ﹤0.01%
2,760
480
$18K ﹤0.01%
136
+11
481
$18K ﹤0.01%
544
482
$18K ﹤0.01%
130
483
$18K ﹤0.01%
235
484
$18K ﹤0.01%
350
485
$18K ﹤0.01%
+1,772
486
$17K ﹤0.01%
+407
487
$17K ﹤0.01%
230
-1,903
488
$17K ﹤0.01%
173
489
$17K ﹤0.01%
269
-87
490
$17K ﹤0.01%
570
491
$17K ﹤0.01%
+250
492
$17K ﹤0.01%
1,850
493
$17K ﹤0.01%
347
+47
494
$17K ﹤0.01%
300
495
$17K ﹤0.01%
303
+140
496
$17K ﹤0.01%
325
-86
497
$16K ﹤0.01%
+279
498
$16K ﹤0.01%
367
+126
499
$16K ﹤0.01%
+205
500
$16K ﹤0.01%
200
18 19
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