ITIM

Indiana Trust & Investment Management Portfolio holdings

AUM $329M
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1 +$839K
2 +$579K
3 +$490K
4
CAT icon
Caterpillar
CAT
+$422K
5
AVGO icon
Broadcom
AVGO
+$386K

Top Sells

1 +$562K
2 +$426K
3 +$405K
4
MCHP icon
Microchip Technology
MCHP
+$298K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$207K

Sector Composition

1 Technology 22.87%
2 Financials 9.07%
3 Consumer Discretionary 7.81%
4 Communication Services 6.94%
5 Healthcare 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EFG icon
251
iShares MSCI EAFE Growth ETF
EFG
$9.45B
$81K 0.02%
711
GIS icon
252
General Mills
GIS
$25.1B
$78.5K 0.02%
1,557
-725
IJJ icon
253
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.12B
$77.8K 0.02%
600
XLV icon
254
State Street Health Care Select Sector SPDR ETF
XLV
$41B
$77.7K 0.02%
558
CLH icon
255
Clean Harbors
CLH
$12.9B
$76.6K 0.02%
330
TT icon
256
Trane Technologies
TT
$87.6B
$75.5K 0.02%
179
GEL icon
257
Genesis Energy
GEL
$1.92B
$75.2K 0.02%
4,500
IEMG icon
258
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$74.1K 0.02%
1,124
SPG icon
259
Simon Property Group
SPG
$60.1B
$73.2K 0.02%
390
EXC icon
260
Exelon
EXC
$44.2B
$72K 0.02%
1,599
VIOG icon
261
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$858M
$71.4K 0.02%
586
SPGI icon
262
S&P Global
SPGI
$151B
$70.6K 0.02%
145
VTWO icon
263
Vanguard Russell 2000 ETF
VTWO
$13.9B
$70.4K 0.02%
720
BP icon
264
BP
BP
$89.9B
$70.1K 0.02%
2,034
GABC icon
265
German American Bancorp
GABC
$1.56B
$67.9K 0.02%
+1,728
GILD icon
266
Gilead Sciences
GILD
$149B
$67.7K 0.02%
610
VLO icon
267
Valero Energy
VLO
$51.2B
$66.7K 0.02%
392
EFV icon
268
iShares MSCI EAFE Value ETF
EFV
$27.9B
$66.6K 0.02%
982
ECL icon
269
Ecolab
ECL
$74B
$65.5K 0.02%
239
MFC icon
270
Manulife Financial
MFC
$60.1B
$64.7K 0.02%
2,078
EWJ icon
271
iShares MSCI Japan ETF
EWJ
$16.1B
$64.2K 0.02%
800
STM icon
272
STMicroelectronics
STM
$23.5B
$63.6K 0.02%
2,250
-37
EW icon
273
Edwards Lifesciences
EW
$48.4B
$63.4K 0.02%
815
OTIS icon
274
Otis Worldwide
OTIS
$34.5B
$61.8K 0.02%
676
VONG icon
275
Vanguard Russell 1000 Growth ETF
VONG
$35B
$60.3K 0.02%
500