FIB

First Interstate Bank Portfolio holdings

AUM $1.86B
1-Year Est. Return 11.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.31%
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 Sells

1 +$4.75M
2 +$4.16M
3 +$2.47M
4
META icon
Meta Platforms (Facebook)
META
+$2.08M
5
AAPL icon
Apple
AAPL
+$974K

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
676
-126
677
-300
678
-34
679
-83
680
-541
681
-250
682
-100
683
-1,425
684
$0 ﹤0.01%
3
685
-611
686
-127
687
-400
688
-1,925
689
-2,715
690
-2,668
691
-1,000
692
-535
693
-178
694
-465
695
-501
696
-900
697
$0 ﹤0.01%
144
-225
698
-948
699
-242
700
-481