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
$483M
AUM Growth
-$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$9.74M
2
+$1.57M
3
+$1.32M
4
SBUX icon
Starbucks
SBUX
+$1.25M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$971K

Top Sells

1
+$5.16M
2
+$5.02M
3
+$1.26M
4
SWKS icon
Skyworks Solutions
SWKS
+$1.22M
5
AAPL icon
Apple
AAPL
+$1.15M

Sector Composition

1 Financials 14.16%
2 Technology 13.08%
3 Healthcare 12.58%
4 Energy 9.77%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$162K 0.03%
3,814
-44
202
$159K 0.03%
1,247
+60
203
$155K 0.03%
956
+25
204
$155K 0.03%
5,590
+1,675
205
$153K 0.03%
2,430
+225
206
$153K 0.03%
22,923
-7,530
207
$153K 0.03%
+22,685
208
$151K 0.03%
4,195
-1,645
209
$150K 0.03%
3,060
210
$150K 0.03%
8,865
211
$149K 0.03%
1,040
212
$149K 0.03%
6,220
-1,800
213
$149K 0.03%
2,395
+145
214
$149K 0.03%
11,560
215
$148K 0.03%
3,965
216
$147K 0.03%
6,710
-3,260
217
$144K 0.03%
10,210
218
$144K 0.03%
6,682
219
$142K 0.03%
2,283
-1,092
220
$141K 0.03%
5,453
-1,314
221
$140K 0.03%
1,104
222
$140K 0.03%
5,700
223
$139K 0.03%
2,810
+50
224
$137K 0.03%
1,972
225
$136K 0.03%
2,200
-900
7 8
9
10 11