FIB
First Interstate Bank Portfolio holdings
AUM
$1.7B
This Quarter Return
+4.21%
1 Year Return
+9.01%
3 Year Return
+29.57%
5 Year Return
–
10 Year Return
–
AUM
$451M
AUM Growth
+$451M
(+0.62%)
Cap. Flow
-$17.5M
Cap. Flow
% of AUM
-3.89%
Top 10 Holdings %
Top 10 Hldgs %
30.95%
Holding
700
New
30
Increased
91
Reduced
210
Closed
62
Top Buys
Top Sells
| 1 |
Qualcomm
QCOM
|
$5.25M |
| 2 |
Walt Disney
DIS
|
$4.96M |
| 3 |
Starbucks
SBUX
|
$4.32M |
| 4 |
JPMorgan Chase
JPM
|
$2.46M |
| 5 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$2.03M |
Sector Composition
| 1 | Technology | 13.44% |
| 2 | Financials | 12.14% |
| 3 | Healthcare | 8.14% |
| 4 | Consumer Discretionary | 7.78% |
| 5 | Consumer Staples | 7.3% |
