ITIM
Indiana Trust & Investment Management Portfolio holdings
AUM
$302M
This Quarter Return
+1.25%
1 Year Return
+17.34%
3 Year Return
+78.2%
5 Year Return
+115.23%
10 Year Return
+193.89%
AUM
$199M
AUM Growth
+$199M
(+4.9%)
Cap. Flow
+$5.61M
Cap. Flow
% of AUM
2.82%
Top 10 Holdings %
Top 10 Hldgs %
45.6%
Holding
132
New
9
Increased
25
Reduced
51
Closed
1
Top Buys
| 1 |
iShares Russell 1000 ETF
IWB
|
$456K |
| 2 |
Realty Income
O
|
$317K |
| 3 |
Schlumberger
SLB
|
$263K |
| 4 |
Kimberly-Clark
KMB
|
$252K |
| 5 |
Altria Group
MO
|
$231K |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$434K |
| 2 |
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
|
$304K |
| 3 |
Ball Corp
BALL
|
$151K |
| 4 |
Fiserv
FI
|
$135K |
| 5 |
1st Source
SRCE
|
$78.2K |
Sector Composition
| 1 | Healthcare | 8.7% |
| 2 | Financials | 8.28% |
| 3 | Technology | 7.64% |
| 4 | Consumer Discretionary | 6.6% |
| 5 | Industrials | 5.56% |