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
551
$12K ﹤0.01%
569
+160
552
$12K ﹤0.01%
535
-230
553
$12K ﹤0.01%
185
-673
554
$12K ﹤0.01%
+999
555
$12K ﹤0.01%
250
556
$12K ﹤0.01%
165
-200
557
$11K ﹤0.01%
250
-375
558
$11K ﹤0.01%
120
559
$11K ﹤0.01%
500
560
$11K ﹤0.01%
621
561
$11K ﹤0.01%
+139
562
$11K ﹤0.01%
1,200
563
$11K ﹤0.01%
600
564
$11K ﹤0.01%
400
565
$11K ﹤0.01%
529
566
$11K ﹤0.01%
500
567
$11K ﹤0.01%
+192
568
$10K ﹤0.01%
100
569
$10K ﹤0.01%
260
+75
570
$10K ﹤0.01%
+478
571
$10K ﹤0.01%
258
-75
572
$10K ﹤0.01%
200
573
$10K ﹤0.01%
130
574
$9K ﹤0.01%
318
-172
575
$9K ﹤0.01%
170
21 22
23
24 25