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
$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
State Street Communication Services Select Sector SPDR ETF
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
201
$164K 0.04%
65,200
+11,000
202
$162K 0.04%
1,436
-26
203
$162K 0.04%
2,661
-30
204
$161K 0.04%
4,155
+140
205
$160K 0.04%
2,601
+26
206
$158K 0.04%
1,581
207
$156K 0.03%
18,900
-5,000
208
$155K 0.03%
4,154
-321
209
$153K 0.03%
381
-299
210
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2,705
211
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1,462
-43
212
$149K 0.03%
5,225
-1,250
213
$149K 0.03%
5,700
214
$147K 0.03%
650
-40
215
$146K 0.03%
976
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216
$145K 0.03%
4,598
-475
217
$143K 0.03%
3,619
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218
$143K 0.03%
11,860
219
$142K 0.03%
1,250
-452
220
$141K 0.03%
3,404
221
$141K 0.03%
1,445
+230
222
$141K 0.03%
2,092
+326
223
$140K 0.03%
1,057
-100
224
$139K 0.03%
2,000
225
$138K 0.03%
12,010
7 8
9
10 11