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
$448M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

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
1
$26.6M 5.93%
94,035
+4,541
2
$14.5M 3.23%
157,728
-3,861
3
$13.9M 3.1%
292,948
-22,968
4
$13.8M 3.08%
186,704
+28,755
5
$13.6M 3.03%
115,063
-4,694
6
$11.2M 2.5%
100,879
-1,670
7
$11M 2.46%
204,136
-4,570
8
$9.4M 2.1%
236,119
+61,434
9
$9.32M 2.08%
92,083
-23,990
10
$8.91M 1.99%
110,255
-469
11
$8.49M 1.89%
95,380
+44,300
12
$8.45M 1.89%
77,209
-3,576
13
$8.08M 1.8%
73,884
-3,101
14
$7.85M 1.75%
64,085
-199
15
$7.59M 1.69%
295,320
+525
16
$7.58M 1.69%
101,902
-2,952
17
$7.53M 1.68%
45,030
+3,379
18
$7.28M 1.62%
36,212
-1,550
19
$7.26M 1.62%
123,440
-3,600
20
$7.06M 1.58%
141,432
-3,218
21
$6.74M 1.5%
80,026
-2,534
22
$6.55M 1.46%
100,734
-2,598
23
$6.35M 1.42%
135,736
+1,459
24
$6.25M 1.4%
83,339
-556
25
$6.25M 1.39%
25,281
-1,048