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
201
$168K 0.04%
1,966
-145
202
$167K 0.04%
1,053
-797
203
$165K 0.04%
1,206
-175
204
$164K 0.04%
2,988
205
$163K 0.04%
1,675
+495
206
$162K 0.04%
1,560
+175
207
$161K 0.04%
2,259
208
$160K 0.04%
4,475
-975
209
$159K 0.04%
3,910
-835
210
$159K 0.04%
8,990
+365
211
$159K 0.04%
3,435
-300
212
$158K 0.04%
1,581
+161
213
$157K 0.04%
+12,010
214
$155K 0.03%
1,247
215
$154K 0.03%
1,462
+696
216
$151K 0.03%
2,650
217
$151K 0.03%
4,015
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218
$151K 0.03%
1,595
-1,365
219
$150K 0.03%
2,305
220
$150K 0.03%
5,700
221
$148K 0.03%
5,120
222
$147K 0.03%
491
-60
223
$146K 0.03%
23,900
+5,300
224
$146K 0.03%
5,073
+205
225
$145K 0.03%
2,460
+811
7 8
9
10 11