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
$200M
AUM Growth
+$7.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$248K
2
+$239K
3
+$234K
4
KMB icon
Kimberly-Clark
KMB
+$228K
5
CL icon
Colgate-Palmolive
CL
+$218K

Top Sells

1
+$331K
2
+$247K
3
+$201K
4
MET icon
MetLife
MET
+$177K
5
CTSH icon
Cognizant
CTSH
+$153K

Sector Composition

1 Financials 10.19%
2 Healthcare 8.48%
3 Technology 8.28%
4 Consumer Discretionary 6.12%
5 Industrials 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$718K 0.36%
12,060
-2,565
52
$715K 0.36%
13,152
+200
53
$715K 0.36%
22,013
-352
54
$695K 0.35%
20,566
-1,225
55
$662K 0.33%
4,139
-334
56
$633K 0.32%
9,508
-1,088
57
$613K 0.31%
10,240
+750
58
$588K 0.29%
4,467
-100
59
$586K 0.29%
11,278
60
$546K 0.27%
15,124
-1,350
61
$546K 0.27%
6,775
62
$540K 0.27%
9,025
-925
63
$528K 0.26%
6,680
+565
64
$528K 0.26%
7,390
-100
65
$500K 0.25%
2
66
$476K 0.24%
3,518
67
$472K 0.24%
7,033
-125
68
$462K 0.23%
8,058
+403
69
$457K 0.23%
1,670
70
$442K 0.22%
15,154
-2,365
71
$440K 0.22%
17,146
+1,156
72
$438K 0.22%
5,305
+250
73
$428K 0.21%
10,320
-100
74
$405K 0.2%
5,465
-720
75
$403K 0.2%
2,454
+265
1 2
3
4 5