We are live on ! Find out more
ITIM

Indiana Trust & Investment Management Portfolio holdings

AUM $324M
1-Year Est. Return 26.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.64%
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 +$760K
2 +$499K
3 +$435K
4
CAT icon
Caterpillar
CAT
+$378K
5
AVGO icon
Broadcom
AVGO
+$359K

Top Sells

1 +$525K
2 +$410K
3 +$316K
4
MCHP icon
Microchip Technology
MCHP
+$314K
5
CMG icon
Chipotle Mexican Grill
CMG
+$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
351
$19.1K 0.01%
58
352
$19K 0.01%
92
353
$18.7K 0.01%
1,000
354
$18.6K 0.01%
2,028
355
$18.5K 0.01%
53
356
$18.5K 0.01%
562
357
$18K 0.01%
201
358
$17.3K 0.01%
+359
359
$16.6K 0.01%
93
360
$16.5K 0.01%
11
361
$16.4K 0.01%
99
362
$16.3K 0.01%
85
363
$16.3K 0.01%
47
364
$16.1K ﹤0.01%
550
365
$16K ﹤0.01%
588
366
$15.9K ﹤0.01%
150
367
$15.9K ﹤0.01%
263
368
$15.7K ﹤0.01%
150
369
$15.7K ﹤0.01%
110
370
$15.4K ﹤0.01%
500
371
$14.7K ﹤0.01%
301
372
$14.6K ﹤0.01%
800
373
$14.3K ﹤0.01%
48
374
$14.2K ﹤0.01%
128
375
$14.1K ﹤0.01%
170