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
$452M
AUM Growth
+$9.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
718
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$5.86M
3
+$3.66M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.68M
5
FIBK icon
First Interstate BancSystem
FIBK
+$2.03M

Top Sells

1
+$5.6M
2
+$2.83M
3
+$2.34M
4
APA icon
APA Corp
APA
+$2M
5
QCOM icon
Qualcomm
QCOM
+$794K

Sector Composition

1 Technology 15.16%
2 Financials 13.81%
3 Healthcare 11.77%
4 Consumer Discretionary 7.79%
5 Industrials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$11K ﹤0.01%
1,250
552
$11K ﹤0.01%
100
553
$11K ﹤0.01%
879
-608
554
$11K ﹤0.01%
+301
555
$11K ﹤0.01%
+363
556
$11K ﹤0.01%
130
557
$11K ﹤0.01%
+300
558
$11K ﹤0.01%
50
559
$11K ﹤0.01%
500
560
$11K ﹤0.01%
200
561
$11K ﹤0.01%
+471
562
$11K ﹤0.01%
254
563
$11K ﹤0.01%
+538
564
$10K ﹤0.01%
+321
565
$10K ﹤0.01%
+357
566
$10K ﹤0.01%
+600
567
$10K ﹤0.01%
600
568
$10K ﹤0.01%
511
569
$10K ﹤0.01%
+107
570
$10K ﹤0.01%
275
571
$10K ﹤0.01%
529
572
$10K ﹤0.01%
+390
573
$10K ﹤0.01%
198
-80
574
$10K ﹤0.01%
56
-76
575
$10K ﹤0.01%
+130
21 22
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