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
126
$375K 0.08%
6,531
-1,075
127
$372K 0.08%
4,081
128
$371K 0.08%
2,215
-607
129
$370K 0.08%
2,033
-2,171
130
$363K 0.08%
1,266
-223
131
$363K 0.08%
7,593
-8,283
132
$355K 0.08%
2,148
-296
133
$354K 0.08%
9,025
+1,671
134
$337K 0.07%
2,473
-553
135
$330K 0.07%
1,615
136
$330K 0.07%
2,650
137
$329K 0.07%
6,415
-300
138
$325K 0.07%
3,613
139
$324K 0.07%
6,593
-325
140
$321K 0.07%
7,176
+1,076
141
$316K 0.07%
3,611
+525
142
$310K 0.07%
5,682
-3,540
143
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1,735
-155
144
$307K 0.07%
9,360
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145
$306K 0.07%
2,324
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146
$301K 0.07%
3,000
147
$291K 0.06%
11,587
-264
148
$291K 0.06%
10,100
-750
149
$291K 0.06%
1,415
150
$290K 0.06%
23,925
+1,520
4 5
6
7 8