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
101
$157K 0.09%
+6,427
102
$155K 0.09%
+1,640
103
$150K 0.09%
+1,794
104
$148K 0.09%
+3,629
105
$147K 0.09%
1,805
-13,105
106
$141K 0.09%
+1,766
107
$136K 0.08%
+3,307
108
$134K 0.08%
+2,594
109
$132K 0.08%
+15,375
110
$127K 0.08%
+4,039
111
$120K 0.07%
+500
112
$118K 0.07%
+1,929
113
$111K 0.07%
+800
114
$110K 0.07%
+1,600
115
$110K 0.07%
+6,473
116
$108K 0.07%
+1,790
117
$108K 0.07%
+685
118
$103K 0.06%
+1,262
119
$103K 0.06%
+2,683
120
$97K 0.06%
+1,450
121
$94K 0.06%
+3,500
122
$91K 0.05%
+1,200
123
$91K 0.05%
+2,477
124
$83K 0.05%
+2,000
125
$81K 0.05%
+2,518
3 4
5
6 7