FIB

First Interstate Bank Portfolio holdings

AUM $1.7B
1-Year Est. Return 9.01%
This Quarter Est. Return
1 Year Est. Return
+9.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$451M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$3.07M
3
+$2.41M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.79M
5
FIBK icon
First Interstate BancSystem
FIBK
+$655K

Top Sells

1
+$5.25M
2
+$4.96M
3
+$4.32M
4
JPM icon
JPMorgan Chase
JPM
+$2.46M
5
AAPL icon
Apple
AAPL
+$657K

Sector Composition

1 Technology 13.44%
2 Financials 12.14%
3 Healthcare 8.14%
4 Consumer Discretionary 7.78%
5 Consumer Staples 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$6K ﹤0.01%
117
577
$6K ﹤0.01%
190
578
$6K ﹤0.01%
417
579
$6K ﹤0.01%
45
-300
580
$6K ﹤0.01%
300
581
$6K ﹤0.01%
444
582
$5K ﹤0.01%
105
583
$5K ﹤0.01%
537
-4,992
584
$5K ﹤0.01%
236
585
$5K ﹤0.01%
220
586
$5K ﹤0.01%
50
587
$5K ﹤0.01%
353
588
$5K ﹤0.01%
9
589
$5K ﹤0.01%
171
590
$4K ﹤0.01%
32
591
$4K ﹤0.01%
316
-2,560
592
$4K ﹤0.01%
100
593
$4K ﹤0.01%
200
594
$4K ﹤0.01%
320
-924
595
$4K ﹤0.01%
99
596
$4K ﹤0.01%
34
597
$4K ﹤0.01%
90
598
$3K ﹤0.01%
60
599
$3K ﹤0.01%
48
-182
600
$3K ﹤0.01%
20
22 23
24
25 26