FIB
First Interstate Bank Portfolio holdings
AUM
$1.7B
1-Year Return
9.01%
This Quarter Return
+1.64%
1 Year Return
+9.01%
3 Year Return
+29.57%
5 Year Return
–
10 Year Return
–
AUM
$483M
AUM Growth
-$1.08M
(-0.22%)
Cap. Flow
-$7.24M
Cap. Flow
% of AUM
-1.5%
Top 10 Holdings %
Top 10 Hldgs %
29.54%
Holding
733
New
49
Increased
121
Reduced
163
Closed
48
Top Buys
| 1 |
Exxon Mobil
XOM
|
$9.74M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.57M |
| 3 |
Lowe's Companies
LOW
|
$1.32M |
| 4 |
Starbucks
SBUX
|
$1.25M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$971K |
Top Sells
| 1 |
NXP Semiconductors
NXPI
|
$5.16M |
| 2 |
Target
TGT
|
$5.02M |
| 3 |
Travelers Companies
TRV
|
$1.26M |
| 4 |
Skyworks Solutions
SWKS
|
$1.22M |
| 5 |
Apple
AAPL
|
$1.15M |
Sector Composition
| 1 | Financials | 14.16% |
| 2 | Technology | 13.08% |
| 3 | Healthcare | 12.58% |
| 4 | Energy | 9.77% |
| 5 | Industrials | 8.95% |
