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
$448M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$4.05M
2
+$3.94M
3
+$2.45M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.13M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$1.99M

Top Sells

1
+$4.62M
2
+$4.37M
3
+$2.43M
4
META icon
Meta Platforms (Facebook)
META
+$2.18M
5
AAPL icon
Apple
AAPL
+$1.09M

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
51
$1.77M 0.39%
32,883
+2,303
52
$1.76M 0.39%
26,652
+393
53
$1.76M 0.39%
12,583
-557
54
$1.62M 0.36%
6,680
-801
55
$1.6M 0.36%
27,200
-660
56
$1.55M 0.34%
157,391
-3,721
57
$1.47M 0.33%
36,450
+8,549
58
$1.41M 0.32%
9,838
59
$1.39M 0.31%
7,314
-78
60
$1.33M 0.3%
11,649
-38,319
61
$1.29M 0.29%
23,984
-2,219
62
$1.26M 0.28%
6,911
63
$1.23M 0.27%
28,873
-100
64
$1.21M 0.27%
4
65
$1.17M 0.26%
18,818
-2,155
66
$1.11M 0.25%
10,161
-1,084
67
$1.01M 0.23%
20,876
-1,657
68
$1.01M 0.22%
9,333
69
$989K 0.22%
6,185
70
$956K 0.21%
20,405
-255
71
$938K 0.21%
39,602
+491
72
$888K 0.2%
5,427
-270
73
$882K 0.2%
5,658
+315
74
$848K 0.19%
2,064
75
$838K 0.19%
1,960
+320
1 2
3
4 5