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
526
$14K ﹤0.01%
+225
527
$14K ﹤0.01%
+398
528
$14K ﹤0.01%
843
529
$14K ﹤0.01%
1,425
530
$14K ﹤0.01%
240
-112
531
$14K ﹤0.01%
270
+30
532
$14K ﹤0.01%
226
-74
533
$13K ﹤0.01%
199
-199
534
$13K ﹤0.01%
301
-50
535
$13K ﹤0.01%
347
536
$13K ﹤0.01%
500
537
$13K ﹤0.01%
865
538
$13K ﹤0.01%
120
539
$13K ﹤0.01%
1,120
-250
540
$13K ﹤0.01%
10
541
$13K ﹤0.01%
200
542
$13K ﹤0.01%
450
-500
543
$13K ﹤0.01%
100
544
$12K ﹤0.01%
83
545
$12K ﹤0.01%
500
546
$12K ﹤0.01%
+67
547
$12K ﹤0.01%
981
-5,907
548
$12K ﹤0.01%
+519
549
$12K ﹤0.01%
+728
550
$12K ﹤0.01%
435
+45
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