FIB

First Interstate Bank Portfolio holdings

AUM $1.86B
1-Year Est. Return 11.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$443M
AUM Growth
-$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$5.11M
3
+$4.11M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.04M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.59M

Top Sells

1
+$7.62M
2
+$5.32M
3
+$4.73M
4
JPM icon
JPMorgan Chase
JPM
+$4.19M
5
MOS icon
The Mosaic Company
MOS
+$2.63M

Sector Composition

1 Technology 16.11%
2 Financials 14.4%
3 Healthcare 12.85%
4 Industrials 8.7%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$8K ﹤0.01%
846
602
$8K ﹤0.01%
682
603
$7K ﹤0.01%
170
604
$7K ﹤0.01%
70
605
$7K ﹤0.01%
140
606
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200
607
$7K ﹤0.01%
189
608
$7K ﹤0.01%
162
609
$7K ﹤0.01%
207
-2,988
610
$7K ﹤0.01%
400
611
$6K ﹤0.01%
90
612
$6K ﹤0.01%
2,000
613
$6K ﹤0.01%
350
614
$6K ﹤0.01%
115
615
$6K ﹤0.01%
78
616
$6K ﹤0.01%
54
617
$6K ﹤0.01%
70
618
$6K ﹤0.01%
417
619
$6K ﹤0.01%
30
-50
620
$6K ﹤0.01%
144
621
$6K ﹤0.01%
55
622
$5K ﹤0.01%
100
623
$5K ﹤0.01%
105
624
$5K ﹤0.01%
110
625
$5K ﹤0.01%
121
23 24
25
26 27