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
651
$3K ﹤0.01%
39
652
$3K ﹤0.01%
65
653
$3K ﹤0.01%
245
654
$3K ﹤0.01%
369
655
$3K ﹤0.01%
150
656
$3K ﹤0.01%
2,000
657
$2K ﹤0.01%
20
-1,127
658
$2K ﹤0.01%
20
659
$2K ﹤0.01%
32
-5
660
$2K ﹤0.01%
30
+10
661
$2K ﹤0.01%
50
662
$2K ﹤0.01%
23
663
$2K ﹤0.01%
50
664
$2K ﹤0.01%
25
665
$2K ﹤0.01%
76
666
$2K ﹤0.01%
200
-746
667
$2K ﹤0.01%
100
668
$2K ﹤0.01%
2
669
$2K ﹤0.01%
121
670
$1K ﹤0.01%
20
671
$1K ﹤0.01%
64
672
$1K ﹤0.01%
40
673
$1K ﹤0.01%
20
674
$1K ﹤0.01%
+20
675
$1K ﹤0.01%
34
25 26
27
28 29