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
$404M
AUM Growth
-$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1 +$3.85M
2 +$3.4M
3 +$3.11M
4
MCHP icon
Microchip Technology
MCHP
+$2.81M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.3M

Top Sells

1 +$7.9M
2 +$3.61M
3 +$2.09M
4
EXC icon
Exelon
EXC
+$1.94M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.2M

Sector Composition

1 Technology 13.73%
2 Financials 12.8%
3 Healthcare 9.17%
4 Consumer Discretionary 7.92%
5 Consumer Staples 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
-17
677
-1,000
678
-10,590
679
-1,740
680
-10,330
681
-45
682
-350
683
-500
684
-2,566
685
-154
686
-22,769
687
-282
688
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689
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690
-300
691
$0 ﹤0.01%
22
692
-18,744