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
276
$1K ﹤0.01%
+72
277
$1K ﹤0.01%
+30
278
$1K ﹤0.01%
+24
279
$1K ﹤0.01%
+42
280
$1K ﹤0.01%
+98
281
-10,000
282
$0 ﹤0.01%
+600
283
$0 ﹤0.01%
+100
284
$0 ﹤0.01%
+1,000
285
0
286
$0 ﹤0.01%
+25
287
$0 ﹤0.01%
+100
288
$0 ﹤0.01%
+24
289
-10,000
290
$0 ﹤0.01%
+2