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
501
$16K ﹤0.01%
288
-500
502
$16K ﹤0.01%
456
503
$16K ﹤0.01%
100
-200
504
$16K ﹤0.01%
+159
505
$16K ﹤0.01%
495
506
$16K ﹤0.01%
1,088
507
$15K ﹤0.01%
271
508
$15K ﹤0.01%
400
509
$15K ﹤0.01%
326
+46
510
$15K ﹤0.01%
305
511
$15K ﹤0.01%
453
-388
512
$15K ﹤0.01%
1,244
+924
513
$15K ﹤0.01%
+189
514
$15K ﹤0.01%
432
515
$15K ﹤0.01%
163
516
$15K ﹤0.01%
1,161
517
$15K ﹤0.01%
665
+55
518
$15K ﹤0.01%
236
519
$14K ﹤0.01%
305
520
$14K ﹤0.01%
200
521
$14K ﹤0.01%
400
522
$14K ﹤0.01%
283
-77
523
$14K ﹤0.01%
+1,064
524
$14K ﹤0.01%
+520
525
$14K ﹤0.01%
360
19 20
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