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
$192M
AUM Growth
+$733K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1 +$430K
2 +$409K
3 +$377K
4
AXP icon
American Express
AXP
+$305K
5
QCOM icon
Qualcomm
QCOM
+$168K

Top Sells

1 +$598K
2 +$492K
3 +$413K
4
VFC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,794