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
$1.21B
AUM Growth
-$98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1 +$23.4M
2 +$5.3M
3 +$3.93M
4
SCHW icon
Charles Schwab
SCHW
+$3.49M
5
BX icon
Blackstone
BX
+$3.37M

Top Sells

1 +$69.4M
2 +$31.6M
3 +$7.68M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$7.43M
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$4.35M

Sector Composition

1 Financials 15.72%
2 Technology 6.37%
3 Consumer Discretionary 3.36%
4 Consumer Staples 2.23%
5 Healthcare 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
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7,658
-8,547
102
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6,800
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103
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104
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105
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$389K 0.03%
25,000