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
151
$288K 0.06%
6,230
-573
152
$276K 0.06%
7,629
-517
153
$273K 0.06%
14,884
-4,292
154
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3,197
155
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2,390
156
$263K 0.06%
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157
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158
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3,127
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160
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161
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162
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163
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164
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165
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166
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167
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168
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169
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170
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171
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172
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173
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174
$206K 0.05%
780
175
$204K 0.05%
4,552
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