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
101
$592K 0.13%
29,570
-1,750
102
$590K 0.13%
3,108
-1,250
103
$588K 0.13%
25,000
104
$571K 0.13%
7,115
-575
105
$567K 0.13%
7,475
106
$567K 0.13%
15,493
-1,275
107
$558K 0.12%
21,326
108
$537K 0.12%
6,688
-635
109
$518K 0.12%
12,951
+1,044
110
$508K 0.11%
6,047
+791
111
$506K 0.11%
6,279
-220
112
$497K 0.11%
9,222
+3,403
113
$465K 0.1%
1,796
114
$458K 0.1%
9,505
-215
115
$440K 0.1%
6,424
-200
116
$437K 0.1%
7,606
117
$429K 0.1%
3,026
-374
118
$424K 0.09%
6,208
+1,955
119
$422K 0.09%
12,060
120
$422K 0.09%
2,196
-163
121
$416K 0.09%
3,927
-367
122
$413K 0.09%
2,822
-5
123
$405K 0.09%
7,750
-147
124
$393K 0.09%
9,311
+1,220
125
$391K 0.09%
7,841
-2,836
3 4
5
6 7