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
551
$12K ﹤0.01%
500
552
$12K ﹤0.01%
500
553
$12K ﹤0.01%
100
554
$12K ﹤0.01%
+520
555
$12K ﹤0.01%
298
556
– –
0
557
$12K ﹤0.01%
353
558
$12K ﹤0.01%
477
559
$11K ﹤0.01%
176
560
$11K ﹤0.01%
282
561
$11K ﹤0.01%
289
-320
562
$11K ﹤0.01%
114
563
$11K ﹤0.01%
+201
564
$11K ﹤0.01%
150
565
$11K ﹤0.01%
642
-1,580
566
$11K ﹤0.01%
50
567
$11K ﹤0.01%
500
568
$11K ﹤0.01%
200
569
$10K ﹤0.01%
+282
570
$10K ﹤0.01%
100
571
$10K ﹤0.01%
125
572
$10K ﹤0.01%
329
-81
573
$10K ﹤0.01%
215
+102
574
$10K ﹤0.01%
130
575
$10K ﹤0.01%
529
21 22
23
24 25