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
$443M
AUM Growth
-$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$4.96M
3
+$4M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.89M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.43M

Top Sells

1
+$6.72M
2
+$5.23M
3
+$4.13M
4
JPM icon
JPMorgan Chase
JPM
+$4.07M
5
MOS icon
The Mosaic Company
MOS
+$2.45M

Sector Composition

1 Technology 16.11%
2 Financials 14.4%
3 Healthcare 12.85%
4 Industrials 8.7%
5 Consumer Staples 8.24%
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%
189
604
$7K ﹤0.01%
162
605
$7K ﹤0.01%
170
606
$7K ﹤0.01%
70
607
$7K ﹤0.01%
140
608
$7K ﹤0.01%
200
609
$7K ﹤0.01%
207
-2,988
610
$7K ﹤0.01%
400
611
$6K ﹤0.01%
115
612
$6K ﹤0.01%
78
613
$6K ﹤0.01%
54
614
$6K ﹤0.01%
70
615
$6K ﹤0.01%
417
616
$6K ﹤0.01%
30
-50
617
$6K ﹤0.01%
144
618
$6K ﹤0.01%
55
619
$6K ﹤0.01%
90
620
$6K ﹤0.01%
2,000
621
$6K ﹤0.01%
350
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