ITIM

Indiana Trust & Investment Management Portfolio holdings

AUM $329M
1-Year Est. Return 21.6%
This Quarter Est. Return
1 Year Est. Return
+21.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.12M
3
+$885K
4
UPS icon
United Parcel Service
UPS
+$860K
5
GILD icon
Gilead Sciences
GILD
+$833K

Top Sells

1
+$1.15M
2
+$1.11M
3
+$1.07M
4
MDT icon
Medtronic
MDT
+$1.05M
5
KMB icon
Kimberly-Clark
KMB
+$980K

Sector Composition

1 Technology 10.47%
2 Financials 10.32%
3 Healthcare 8.71%
4 Consumer Discretionary 7.23%
5 Energy 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4K ﹤0.01%
+114
252
$4K ﹤0.01%
+162
253
$4K ﹤0.01%
+30
254
$4K ﹤0.01%
+50
255
$4K ﹤0.01%
+100
256
$4K ﹤0.01%
+64
257
$4K ﹤0.01%
+100
258
$4K ﹤0.01%
+100
259
$4K ﹤0.01%
+195
260
$4K ﹤0.01%
+240
261
$4K ﹤0.01%
+148
262
$3K ﹤0.01%
+40
263
$3K ﹤0.01%
+100
264
$2K ﹤0.01%
+170
265
$2K ﹤0.01%
+75
266
$2K ﹤0.01%
+400
267
$2K ﹤0.01%
+83
268
$1K ﹤0.01%
+150
269
$1K ﹤0.01%
+40
270
$1K ﹤0.01%
+68
271
$1K ﹤0.01%
+64
272
$1K ﹤0.01%
+125
273
$1K ﹤0.01%
+33
274
$1K ﹤0.01%
+75
275
$1K ﹤0.01%
+30
8 9 10
11
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