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
501
$18K ﹤0.01%
300
-200
502
$18K ﹤0.01%
3,080
+600
503
$18K ﹤0.01%
592
504
$18K ﹤0.01%
850
505
$18K ﹤0.01%
400
506
$18K ﹤0.01%
352
+183
507
$18K ﹤0.01%
350
508
$17K ﹤0.01%
394
509
$17K ﹤0.01%
227
-50
510
$17K ﹤0.01%
390
511
$17K ﹤0.01%
401
512
$17K ﹤0.01%
200
513
$17K ﹤0.01%
125
514
$17K ﹤0.01%
386
515
$17K ﹤0.01%
219
-112
516
$17K ﹤0.01%
200
517
$17K ﹤0.01%
236
518
$16K ﹤0.01%
400
519
$16K ﹤0.01%
164
-100
520
$16K ﹤0.01%
1,769
521
$16K ﹤0.01%
100
522
$16K ﹤0.01%
310
-894
523
$16K ﹤0.01%
611
524
$16K ﹤0.01%
510
525
$16K ﹤0.01%
586
-76
19 20
21
22 23