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
176
$212K 0.05%
6,617
-2,167
177
$210K 0.05%
1,156
-22
178
$208K 0.05%
1,155
179
$207K 0.05%
1,838
-250
180
$205K 0.05%
12,930
+4,535
181
$204K 0.05%
6,475
+20
182
$202K 0.05%
5,033
183
$201K 0.04%
7,640
184
$199K 0.04%
6,610
+2,320
185
$198K 0.04%
+9,075
186
$196K 0.04%
4,552
187
$192K 0.04%
21,835
+8,820
188
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1,250
189
$189K 0.04%
7,185
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190
$188K 0.04%
1,325
191
$184K 0.04%
780
192
$180K 0.04%
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-250
193
$180K 0.04%
10,135
-2,760
194
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1,875
+450
195
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2,705
+20
196
$176K 0.04%
7,350
197
$173K 0.04%
942
-121
198
$172K 0.04%
3,544
+152
199
$171K 0.04%
1,702
+15
200
$168K 0.04%
12,008
6 7
8
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