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
$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
Technology Select Sector SPDR Fund
XLK
+$2.13M
5
XLRE icon
Real Estate Select Sector SPDR Fund
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
151
$276K 0.06%
8,146
+33
152
$276K 0.06%
19,176
153
$273K 0.06%
1,415
-845
154
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1,890
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155
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3,627
156
$269K 0.06%
+22,405
157
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3,086
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158
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3,197
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159
$253K 0.06%
7,354
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160
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161
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162
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6,100
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163
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6,725
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164
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1,565
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165
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+1,480
166
$232K 0.05%
983
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167
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169
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171
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-8,000
172
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173
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17,845
174
$218K 0.05%
13,000
175
$217K 0.05%
5,417
+1,302
5 6
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