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
76
$830K 0.19%
27,300
-2,200
77
$824K 0.18%
16,244
-1,070
78
$807K 0.18%
4,320
-980
79
$754K 0.17%
12,749
-144
80
$742K 0.17%
16,584
81
$741K 0.17%
26,848
+4,049
82
$721K 0.16%
15,876
-1,350
83
$719K 0.16%
8,862
-1,147
84
$714K 0.16%
1,872
-205
85
$711K 0.16%
4,204
+114
86
$682K 0.15%
16,500
-1,500
87
$664K 0.15%
7,729
-655
88
$662K 0.15%
5,922
-2,048
89
$660K 0.15%
147,120
+142,440
90
$659K 0.15%
40,984
-3,480
91
$647K 0.14%
7,636
-125
92
$646K 0.14%
7,495
-350
93
$637K 0.14%
16,805
-2,345
94
$628K 0.14%
14,593
-214
95
$624K 0.14%
5,332
+38
96
$623K 0.14%
4,864
-410
97
$623K 0.14%
13,117
98
$612K 0.14%
22,432
-80
99
$599K 0.13%
10,481
100
$598K 0.13%
10,410
+465
2 3
4
5 6