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
$1.07B
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$68.8M
2 +$27.4M
3 +$9.92M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$9.22M
5
IBB icon
iShares Biotechnology ETF
IBB
+$5.59M

Sector Composition

1 Technology 7.29%
2 Financials 3.62%
3 Consumer Discretionary 3.45%
4 Consumer Staples 2.83%
5 Communication Services 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
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+6,828
77
$692K 0.07%
2,312
-124
78
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34,662
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82
$597K 0.06%
58,967
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83
$544K 0.05%
10,500
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84
$492K 0.05%
7,409
85
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86
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16,051
87
$468K 0.04%
5,689
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88
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89
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25,000
94
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1,783
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97
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99
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100
$303K 0.03%
875
+100