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
576
$9K ﹤0.01%
489
577
$9K ﹤0.01%
+100
578
$9K ﹤0.01%
100
-400
579
$9K ﹤0.01%
452
-9,548
580
$9K ﹤0.01%
170
-132
581
$9K ﹤0.01%
+172
582
$9K ﹤0.01%
+50
583
$9K ﹤0.01%
354
584
$9K ﹤0.01%
+741
585
$8K ﹤0.01%
22
-23
586
$8K ﹤0.01%
155
587
$8K ﹤0.01%
105
+10
588
$8K ﹤0.01%
133
589
$8K ﹤0.01%
+284
590
$7K ﹤0.01%
70
591
$7K ﹤0.01%
+190
592
$7K ﹤0.01%
110
-30
593
$7K ﹤0.01%
+116
594
$7K ﹤0.01%
+342
595
$7K ﹤0.01%
+124
596
$7K ﹤0.01%
353
597
$7K ﹤0.01%
+9
598
$7K ﹤0.01%
+444
599
$6K ﹤0.01%
90
-181
600
$6K ﹤0.01%
78
22 23
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