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
$1.51B
AUM Growth
+$61.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Sells

1 +$6.69M
2 +$5.22M
3 +$1.76M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.35M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.22M

Sector Composition

1 Financials 12.48%
2 Technology 5.01%
3 Consumer Discretionary 2.61%
4 Consumer Staples 1.72%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-2,467
177
-2,525