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
651
$2K ﹤0.01%
50
652
$2K ﹤0.01%
+15
653
$2K ﹤0.01%
+27
654
$1K ﹤0.01%
40
655
$1K ﹤0.01%
+17
656
$1K ﹤0.01%
+16
657
$1K ﹤0.01%
+4
658
$1K ﹤0.01%
+44
659
$1K ﹤0.01%
20
660
$1K ﹤0.01%
+450
661
$1K ﹤0.01%
+65
662
$1K ﹤0.01%
+20
663
$1K ﹤0.01%
1
664
$1K ﹤0.01%
150
665
– –
-6,000
666
$0 ﹤0.01%
+1
667
– –
-30
668
$0 ﹤0.01%
3
669
– –
-145
670
– –
-2,000
671
– –
-126
672
– –
-300
673
– –
-34
674
– –
-83
675
– –
-541
25 26
27
28 29