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
76
$824K 0.18%
4,133
-187
77
$778K 0.17%
26,810
-38
78
$765K 0.17%
7,382
-347
79
$732K 0.16%
12,807
+58
80
$725K 0.16%
9,897
-584
81
$713K 0.16%
15,315
-929
82
$675K 0.15%
17,500
+1,000
83
$673K 0.15%
8,706
+5,423
84
$672K 0.15%
16,584
85
$671K 0.15%
5,845
+1,918
86
$656K 0.15%
20,554
-1,878
87
$640K 0.14%
5,056
-276
88
$639K 0.14%
39,184
-1,800
89
$639K 0.14%
7,805
-1,057
90
$636K 0.14%
4,876
+12
91
$620K 0.14%
10,929
+10,845
92
$618K 0.14%
1,973
-91
93
$617K 0.14%
6,759
-736
94
$615K 0.14%
13,117
95
$613K 0.14%
15,775
-1,030
96
$600K 0.13%
28,742
-828
97
$599K 0.13%
145,880
-1,240
98
$591K 0.13%
1,622
-250
99
$580K 0.13%
5,619
-303
100
$578K 0.13%
14,085
-508
2 3
4
5 6