ITIM
Indiana Trust & Investment Management Portfolio holdings
AUM
$302M
1-Year Return
17.34%
This Quarter Return
+3.79%
1 Year Return
+17.34%
3 Year Return
+78.2%
5 Year Return
+115.23%
10 Year Return
+193.89%
AUM
$192M
AUM Growth
+$733K
(+0.38%)
Cap. Flow
-$4.09M
Cap. Flow
% of AUM
-2.14%
Top 10 Holdings %
Top 10 Hldgs %
44.54%
Holding
125
New
4
Increased
17
Reduced
66
Closed
6
Top Buys
| 1 |
Costco
COST
|
$430K |
| 2 |
Boeing
BA
|
$409K |
| 3 |
Kinder Morgan
KMI
|
$377K |
| 4 |
American Express
AXP
|
$305K |
| 5 |
Qualcomm
QCOM
|
$168K |
Top Sells
| 1 |
Ball Corp
BALL
|
$598K |
| 2 |
FedEx
FDX
|
$492K |
| 3 |
Apple
AAPL
|
$413K |
| 4 |
VF Corp
VFC
|
$389K |
| 5 |
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
|
$332K |
Sector Composition
| 1 | Financials | 10.71% |
| 2 | Healthcare | 9.94% |
| 3 | Technology | 9.51% |
| 4 | Consumer Discretionary | 6.75% |
| 5 | Industrials | 6.05% |