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
$483M
AUM Growth
-$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$9.74M
2
+$1.57M
3
+$1.32M
4
SBUX icon
Starbucks
SBUX
+$1.25M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$971K

Top Sells

1
+$5.16M
2
+$5.02M
3
+$1.26M
4
SWKS icon
Skyworks Solutions
SWKS
+$1.22M
5
AAPL icon
Apple
AAPL
+$1.15M

Sector Composition

1 Financials 14.16%
2 Technology 13.08%
3 Healthcare 12.58%
4 Energy 9.77%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.17M 0.45%
35,463
+1,749
52
$2.06M 0.43%
50,417
+738
53
$2.01M 0.42%
42,025
-1,615
54
$1.95M 0.4%
26,230
-1,487
55
$1.78M 0.37%
178,748
-3,156
56
$1.61M 0.33%
35,942
-1,598
57
$1.55M 0.32%
16,492
-668
58
$1.48M 0.31%
10,532
-465
59
$1.48M 0.31%
10,312
-50
60
$1.47M 0.3%
32,260
-2,180
61
$1.43M 0.3%
28,512
-2,525
62
$1.42M 0.29%
7,180
-263
63
$1.37M 0.28%
10,389
-15
64
$1.29M 0.27%
33,068
-5,320
65
$1.25M 0.26%
16,722
-354
66
$1.23M 0.25%
23,472
-96,026
67
$1.22M 0.25%
29,420
68
$1.2M 0.25%
11,220
+509
69
$1.19M 0.25%
9,508
+381
70
$1.16M 0.24%
13,930
+550
71
$1.16M 0.24%
7,552
+75
72
$1.14M 0.24%
9,228
-253
73
$1.12M 0.23%
9,228
-2,730
74
$1.1M 0.23%
34,659
-2,819
75
$1.1M 0.23%
6,391
-183
1 2
3
4 5