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
$200M
AUM Growth
+$1.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1 +$265K
2 +$217K
3 +$213K
4
PX
Praxair Inc
PX
+$207K
5
LH icon
Labcorp
LH
+$204K

Top Sells

1 +$726K
2 +$228K
3 +$181K
4
NEE icon
NextEra Energy
NEE
+$164K
5
PFE icon
Pfizer
PFE
+$147K

Sector Composition

1 Financials 8.66%
2 Healthcare 8.41%
3 Technology 7.53%
4 Consumer Discretionary 6.38%
5 Consumer Staples 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$215K 0.11%
1,589
102
$213K 0.11%
+1,684
103
$207K 0.1%
+1,713
104
$204K 0.1%
+1,729
105
$158K 0.08%
10,000
106
$90K 0.04%
1
107
$32K 0.02%
10,000
108
$19K 0.01%
40,000
109
-26,738