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
101
$568K 0.13%
6,630
-1,006
102
$561K 0.12%
6,475
-213
103
$560K 0.12%
6,811
-304
104
$556K 0.12%
15,093
-400
105
$538K 0.12%
2,924
-184
106
$536K 0.12%
12,060
107
$519K 0.12%
1,951
+155
108
$519K 0.12%
6,845
-630
109
$512K 0.11%
5,790
-257
110
$509K 0.11%
12,021
-930
111
$499K 0.11%
25,000
112
$498K 0.11%
19,532
-1,794
113
$464K 0.1%
6,779
+571
114
$462K 0.1%
8,816
-689
115
$455K 0.1%
6,250
-29
116
$450K 0.1%
10,270
+959
117
$449K 0.1%
2,159
-37
118
$439K 0.1%
6,287
119
$425K 0.09%
5,925
-499
120
$409K 0.09%
7,811
-30
121
$407K 0.09%
8,598
-1,812
122
$398K 0.09%
7,097
-653
123
$391K 0.09%
3,535
-307
124
$381K 0.08%
11,528
125
$375K 0.08%
10,769
-529
3 4
5
6 7