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
$452M
AUM Growth
+$9.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
718
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$5.86M
3
+$3.66M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.68M
5
FIBK icon
First Interstate BancSystem
FIBK
+$2.03M

Top Sells

1
+$5.6M
2
+$2.83M
3
+$2.34M
4
APA icon
APA Corp
APA
+$2M
5
QCOM icon
Qualcomm
QCOM
+$794K

Sector Composition

1 Technology 15.16%
2 Financials 13.81%
3 Healthcare 11.77%
4 Consumer Discretionary 7.79%
5 Industrials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.74M 0.38%
13,109
-2,625
52
$1.59M 0.35%
19,024
+312
53
$1.58M 0.35%
28,260
-1,200
54
$1.5M 0.33%
27,107
+1,970
55
$1.44M 0.32%
10,423
56
$1.43M 0.32%
28,783
+1,518
57
$1.42M 0.31%
9,391
58
$1.38M 0.31%
7,431
-746
59
$1.37M 0.3%
7,352
-325
60
$1.3M 0.29%
29,540
-1,292
61
$1.24M 0.27%
19,004
-643
62
$1.21M 0.27%
9,938
+43
63
$1.16M 0.26%
7,392
64
$1.13M 0.25%
4
65
$1.13M 0.25%
32,709
+83
66
$1.11M 0.25%
10,464
+85
67
$1.09M 0.24%
7,801
-472
68
$1.09M 0.24%
25,855
+75
69
$1M 0.22%
41,333
-707
70
$1M 0.22%
12,731
-80
71
$999K 0.22%
22,758
-1,462
72
$993K 0.22%
9,333
73
$984K 0.22%
9,261
-771
74
$965K 0.21%
24,765
+1,655
75
$962K 0.21%
12,637
-924
1 2
3
4 5