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
$197M
AUM Growth
+$5.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$2.02M
2 +$1.71M
3 +$1.23M
4
HAL icon
Halliburton
HAL
+$1.23M
5
MOS icon
The Mosaic Company
MOS
+$1.15M

Top Sells

1 +$1.52M
2 +$1.37M
3 +$1.35M
4
MRK icon
Merck
MRK
+$1.19M
5
SYK icon
Stryker
SYK
+$1.06M

Sector Composition

1 Healthcare 10.2%
2 Financials 9.68%
3 Technology 8.91%
4 Consumer Discretionary 6.54%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$19K 0.01%
40,000
102
-4,334
103
-21,881
104
-10,191
105
-8,912
106
-19,827
107
-21,500