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
$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
State Street Communication Services Select Sector SPDR ETF
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 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1K ﹤0.01%
60
627
$1K ﹤0.01%
55
628
$1K ﹤0.01%
40
629
$1K ﹤0.01%
17
630
$1K ﹤0.01%
9
-6
631
$1K ﹤0.01%
20
632
– –
-1,200
633
– –
-125
634
– –
-1,425
635
– –
-20
636
– –
-999
637
$0 ﹤0.01%
144
638
– –
-495
639
– –
-3,775
640
– –
-27
641
– –
-1,250
642
– –
-83
643
– –
-2,611
644
– –
-2,539
645
– –
-1
646
$0 ﹤0.01%
3
647
– –
-90
648
– –
-3,627
649
– –
-3
650
– –
-665
24 25
26
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