ITIM
Indiana Trust & Investment Management Portfolio holdings
AUM
$302M
This Quarter Return
+5.46%
1 Year Return
+17.34%
3 Year Return
+78.2%
5 Year Return
+115.23%
10 Year Return
+193.89%
AUM
$219M
AUM Growth
+$219M
(+4.3%)
Cap. Flow
-$1.56M
Cap. Flow
% of AUM
-0.71%
Top 10 Holdings %
Top 10 Hldgs %
48.67%
Holding
134
New
4
Increased
12
Reduced
81
Closed
6
Top Buys
| 1 |
Horizon Bancorp
HBNC
|
$1.78M |
| 2 |
Yum! Brands
YUM
|
$254K |
| 3 |
OrthoPediatrics
KIDS
|
$248K |
| 4 |
First Merchants
FRME
|
$226K |
| 5 |
Norfolk Southern
NSC
|
$208K |
Top Sells
| 1 |
Ball Corp
BALL
|
$301K |
| 2 |
Qualcomm
QCOM
|
$260K |
| 3 |
Kimberly-Clark
KMB
|
$259K |
| 4 |
Starbucks
SBUX
|
$209K |
| 5 |
MRO
Marathon Oil Corporation
MRO
|
$209K |
Sector Composition
| 1 | Financials | 10.86% |
| 2 | Technology | 8.94% |
| 3 | Healthcare | 8.39% |
| 4 | Consumer Discretionary | 7.07% |
| 5 | Industrials | 5.47% |
