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
626
$5K ﹤0.01%
100
627
$5K ﹤0.01%
125
628
$5K ﹤0.01%
439
629
$5K ﹤0.01%
250
630
$5K ﹤0.01%
53
631
$4K ﹤0.01%
70
632
$4K ﹤0.01%
160
633
$4K ﹤0.01%
83
634
$4K ﹤0.01%
100
635
$4K ﹤0.01%
22
636
$4K ﹤0.01%
34
637
$4K ﹤0.01%
900
638
$4K ﹤0.01%
100
639
$4K ﹤0.01%
154
640
$4K ﹤0.01%
247
-1,334
641
$3K ﹤0.01%
60
-42
642
$3K ﹤0.01%
66
-50
643
$3K ﹤0.01%
62
644
$3K ﹤0.01%
32
645
$3K ﹤0.01%
20
646
$3K ﹤0.01%
35
647
$3K ﹤0.01%
603
648
$3K ﹤0.01%
65
649
$3K ﹤0.01%
40
650
$3K ﹤0.01%
+50
24 25
26
27 28