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
$451M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$3.07M
3
+$2.41M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.79M
5
FIBK icon
First Interstate BancSystem
FIBK
+$655K

Top Sells

1
+$5.25M
2
+$4.96M
3
+$4.32M
4
JPM icon
JPMorgan Chase
JPM
+$2.46M
5
AAPL icon
Apple
AAPL
+$657K

Sector Composition

1 Technology 13.44%
2 Financials 12.14%
3 Healthcare 8.14%
4 Consumer Discretionary 7.78%
5 Consumer Staples 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.94M 0.43%
50,725
-14,735
52
$1.82M 0.4%
28,584
+1,932
53
$1.76M 0.39%
6,643
-37
54
$1.75M 0.39%
12,545
-38
55
$1.55M 0.34%
37,702
+1,252
56
$1.54M 0.34%
32,155
-728
57
$1.52M 0.34%
154,682
-2,709
58
$1.51M 0.34%
7,281
-33
59
$1.48M 0.33%
9,838
60
$1.38M 0.31%
25,500
-1,700
61
$1.33M 0.3%
19,036
+218
62
$1.33M 0.3%
23,389
-595
63
$1.27M 0.28%
4
64
$1.21M 0.27%
10,895
+734
65
$1.21M 0.27%
28,514
-359
66
$1.09M 0.24%
25,300
-2,000
67
$1.08M 0.24%
6,370
-541
68
$1.02M 0.23%
9,333
69
$980K 0.22%
5,913
-272
70
$978K 0.22%
19,206
-1,199
71
$939K 0.21%
37,087
-2,515
72
$928K 0.21%
19,610
-1,266
73
$902K 0.2%
5,237
-190
74
$886K 0.2%
1,887
-73
75
$850K 0.19%
5,217
-441
1 2
3
4 5