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
126
$379K 0.03%
2,351
127
$375K 0.03%
16,323
-10,275
128
$363K 0.03%
3,404
129
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130
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3,439
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131
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9,148
-6,230
132
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134
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135
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1,154
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136
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137
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138
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139
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630
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140
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141
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142
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145
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146
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147
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148
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149
$261K 0.02%
3,000
150
$257K 0.02%
5,000