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
$483M
AUM Growth
-$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$9.74M
2
+$1.57M
3
+$1.32M
4
SBUX icon
Starbucks
SBUX
+$1.25M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$971K

Top Sells

1
+$5.16M
2
+$5.02M
3
+$1.26M
4
SWKS icon
Skyworks Solutions
SWKS
+$1.22M
5
AAPL icon
Apple
AAPL
+$1.15M

Sector Composition

1 Financials 14.16%
2 Technology 13.08%
3 Healthcare 12.58%
4 Energy 9.77%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$406K 0.08%
5,015
127
$402K 0.08%
12,060
128
$376K 0.08%
4,081
+715
129
$366K 0.08%
6,328
130
$356K 0.07%
10,622
-276
131
$355K 0.07%
7,969
+2,739
132
$346K 0.07%
2,089
+1,285
133
$345K 0.07%
18,975
134
$339K 0.07%
5,316
-1,214
135
$335K 0.07%
7,000
136
$331K 0.07%
2,999
+56
137
$328K 0.07%
20,000
138
$324K 0.07%
4,026
-435
139
$324K 0.07%
4,231
-658
140
$324K 0.07%
8,213
-421
141
$309K 0.06%
6,360
142
$308K 0.06%
41,945
-65
143
$307K 0.06%
7,069
+62
144
$301K 0.06%
22,544
145
$298K 0.06%
6,065
+150
146
$296K 0.06%
6,523
-4,253
147
$295K 0.06%
1,087
+200
148
$289K 0.06%
2,183
+29
149
$289K 0.06%
3,866
+725
150
$282K 0.06%
7,716
4 5
6
7 8