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
$448M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$4.05M
2
+$3.94M
3
+$2.45M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.13M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$1.99M

Top Sells

1
+$4.62M
2
+$4.37M
3
+$2.43M
4
META icon
Meta Platforms (Facebook)
META
+$2.18M
5
AAPL icon
Apple
AAPL
+$1.09M

Sector Composition

1 Technology 14.21%
2 Financials 12.16%
3 Consumer Discretionary 8.88%
4 Healthcare 8.38%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$3K ﹤0.01%
20
627
$3K ﹤0.01%
+180
628
$3K ﹤0.01%
50
629
$3K ﹤0.01%
25
630
$3K ﹤0.01%
200
631
$3K ﹤0.01%
236
632
$3K ﹤0.01%
+32
633
$3K ﹤0.01%
40
634
$3K ﹤0.01%
65
635
$3K ﹤0.01%
2,000
636
$3K ﹤0.01%
+3,953
637
$2K ﹤0.01%
60
638
$2K ﹤0.01%
20
639
$2K ﹤0.01%
20
640
$2K ﹤0.01%
40
641
$2K ﹤0.01%
+55
642
$2K ﹤0.01%
20
643
$2K ﹤0.01%
25
644
$2K ﹤0.01%
60
+20
645
$2K ﹤0.01%
+39
646
$2K ﹤0.01%
50
647
$2K ﹤0.01%
100
648
$2K ﹤0.01%
100
649
$2K ﹤0.01%
22
-22
650
$2K ﹤0.01%
+90
24 25
26
27 28