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
601
$3K ﹤0.01%
180
602
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50
603
$3K ﹤0.01%
+130
604
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25
605
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200
606
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32
607
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40
608
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65
609
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43
-10
610
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20
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20
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40
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60
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617
$2K ﹤0.01%
50
618
$2K ﹤0.01%
22
619
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90
620
$2K ﹤0.01%
50
621
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27
622
$1K ﹤0.01%
60
623
$1K ﹤0.01%
55
624
$1K ﹤0.01%
40
625
$1K ﹤0.01%
17
23 24
25
26 27