FIB

First Interstate Bank Portfolio holdings

AUM $1.81B
1-Year Est. Return 8.66%
This Quarter Est. Return
1 Year Est. Return
+8.66%
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
State Street Technology Select Sector SPDR ETF
XLK
+$2.13M
5
XLRE icon
State Street Real Estate Select Sector SPDR ETF
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
126
$391K 0.09%
6,287
-453
127
$390K 0.09%
2,444
128
$383K 0.09%
3,842
129
$378K 0.08%
11,528
-4,408
130
$374K 0.08%
11,298
-955
131
$372K 0.08%
4,205
+640
132
$370K 0.08%
1,489
133
$351K 0.08%
3,904
-546
134
$345K 0.08%
4,081
135
$326K 0.07%
3,613
-108
136
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6,918
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137
$318K 0.07%
1,615
+22
138
$316K 0.07%
2,650
139
$315K 0.07%
10,850
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140
$306K 0.07%
6,803
141
$300K 0.07%
2,225
-372
142
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3,000
143
$295K 0.07%
680
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144
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10,616
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145
$293K 0.07%
11,851
146
$292K 0.07%
6,715
147
$289K 0.06%
2,686
-42,930
148
$286K 0.06%
8,745
149
$283K 0.06%
2,390
150
$281K 0.06%
4,836
-308
4 5
6
7 8