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
+$7.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$248K
2
+$239K
3
+$234K
4
KMB icon
Kimberly-Clark
KMB
+$228K
5
CL icon
Colgate-Palmolive
CL
+$218K

Top Sells

1
+$331K
2
+$247K
3
+$201K
4
MET icon
MetLife
MET
+$177K
5
CTSH icon
Cognizant
CTSH
+$153K

Sector Composition

1 Financials 10.19%
2 Healthcare 8.48%
3 Technology 8.28%
4 Consumer Discretionary 6.12%
5 Industrials 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$211K 0.11%
5,642
102
$208K 0.1%
1,589
103
$205K 0.1%
1,240
-300
104
$202K 0.1%
+1,641
105
$201K 0.1%
14,568
-430
106
$195K 0.1%
8,138
107
$158K 0.08%
10,000
108
$54K 0.03%
1
109
$19K 0.01%
40,000
110
$13K 0.01%
10,000
111
– –
-1,713
1 2 3 4
5