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
$483M
AUM Growth
-$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$9.74M
2
+$1.57M
3
+$1.32M
4
SBUX icon
Starbucks
SBUX
+$1.25M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$971K

Top Sells

1
+$5.16M
2
+$5.02M
3
+$1.26M
4
SWKS icon
Skyworks Solutions
SWKS
+$1.22M
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$12K ﹤0.01%
120
527
$12K ﹤0.01%
566
528
$12K ﹤0.01%
520
529
$12K ﹤0.01%
76
530
$12K ﹤0.01%
+341
531
$12K ﹤0.01%
+192
532
$11K ﹤0.01%
176
-82
533
$11K ﹤0.01%
600
534
$11K ﹤0.01%
100
535
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215
-97
536
$11K ﹤0.01%
50
537
$11K ﹤0.01%
529
538
$11K ﹤0.01%
474
539
$11K ﹤0.01%
500
540
$11K ﹤0.01%
535
541
$11K ﹤0.01%
1,000
542
$11K ﹤0.01%
200
543
$11K ﹤0.01%
+200
544
$11K ﹤0.01%
200
545
$10K ﹤0.01%
125
546
$10K ﹤0.01%
511
547
$10K ﹤0.01%
378
548
$10K ﹤0.01%
282
549
$10K ﹤0.01%
200
550
$9K ﹤0.01%
69
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