ITIM
Indiana Trust & Investment Management Portfolio holdings
AUM
$302M
This Quarter Return
+2.87%
1 Year Return
+17.34%
3 Year Return
+78.2%
5 Year Return
+115.23%
10 Year Return
+193.89%
AUM
$216M
AUM Growth
+$216M
(+3.8%)
Cap. Flow
+$4.08M
Cap. Flow
% of AUM
1.89%
Top 10 Holdings %
Top 10 Hldgs %
46.35%
Holding
139
New
9
Increased
35
Reduced
51
Closed
3
Top Buys
| 1 |
Honeywell
HON
|
$895K |
| 2 |
PepsiCo
PEP
|
$360K |
| 3 |
Bank of America
BAC
|
$281K |
| 4 |
Amgen
AMGN
|
$266K |
| 5 |
Deere & Co
DE
|
$240K |
Top Sells
| 1 |
Boeing
BA
|
$354K |
| 2 |
The Mosaic Company
MOS
|
$298K |
| 3 |
Commerce Bancshares
CBSH
|
$225K |
| 4 |
Colgate-Palmolive
CL
|
$218K |
| 5 |
Aflac
AFL
|
$147K |
Sector Composition
| 1 | Financials | 10.61% |
| 2 | Healthcare | 8.4% |
| 3 | Technology | 7.95% |
| 4 | Consumer Discretionary | 6.26% |
| 5 | Industrials | 6.05% |
