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
$483M
AUM Growth
-$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$9.74M
2
+$1.57M
3
+$1.32M
4
SBUX icon
Starbucks
SBUX
+$1.25M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$971K

Top Sells

1
+$5.16M
2
+$5.02M
3
+$1.26M
4
SWKS icon
Skyworks Solutions
SWKS
+$1.22M
5
AAPL icon
Apple
AAPL
+$1.15M

Sector Composition

1 Financials 14.16%
2 Technology 13.08%
3 Healthcare 12.58%
4 Energy 9.77%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$2K ﹤0.01%
50
652
$2K ﹤0.01%
67
653
$2K ﹤0.01%
+50
654
$2K ﹤0.01%
25
655
$2K ﹤0.01%
50
656
$2K ﹤0.01%
+74
657
$2K ﹤0.01%
100
-12,562
658
$2K ﹤0.01%
40
659
$2K ﹤0.01%
360
660
$2K ﹤0.01%
20
661
$2K ﹤0.01%
100
662
$2K ﹤0.01%
100
663
$2K ﹤0.01%
2
664
$2K ﹤0.01%
60
665
$2K ﹤0.01%
171
666
$2K ﹤0.01%
150
667
$1K ﹤0.01%
20
668
$1K ﹤0.01%
+25
669
$1K ﹤0.01%
78
670
$1K ﹤0.01%
64
671
$1K ﹤0.01%
286
672
$1K ﹤0.01%
+10
673
$1K ﹤0.01%
20
674
$1K ﹤0.01%
50
675
$1K ﹤0.01%
50
25 26
27
28 29