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
$404M
AUM Growth
-$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.4M
3
+$3.11M
4
MCHP icon
Microchip Technology
MCHP
+$2.81M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.3M

Top Sells

1
+$7.9M
2
+$3.61M
3
+$2.09M
4
EXC icon
Exelon
EXC
+$1.94M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.2M

Sector Composition

1 Technology 13.73%
2 Financials 12.8%
3 Healthcare 9.17%
4 Consumer Discretionary 7.92%
5 Consumer Staples 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$9K ﹤0.01%
600
552
$9K ﹤0.01%
611
553
$9K ﹤0.01%
529
554
$9K ﹤0.01%
+241
555
$9K ﹤0.01%
200
556
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948
-533
557
$9K ﹤0.01%
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558
$8K ﹤0.01%
170
559
$8K ﹤0.01%
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560
$8K ﹤0.01%
100
561
$8K ﹤0.01%
+409
562
$8K ﹤0.01%
535
563
$8K ﹤0.01%
295
-853
564
$8K ﹤0.01%
354
565
$7K ﹤0.01%
125
566
$7K ﹤0.01%
155
567
$7K ﹤0.01%
400
568
$6K ﹤0.01%
70
569
$6K ﹤0.01%
185
-400
570
$6K ﹤0.01%
155
571
$6K ﹤0.01%
60
572
$6K ﹤0.01%
353
573
$6K ﹤0.01%
+95
574
$6K ﹤0.01%
133
575
$6K ﹤0.01%
+242
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