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
$179M
AUM Growth
-$3.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1 +$1.45M
2 +$36.7K
3 +$23.8K
4
MRK icon
Merck
MRK
+$11.7K
5
WBA
Walgreens Boots Alliance
WBA
+$7.08K

Top Sells

1 +$513K
2 +$437K
3 +$434K
4
AAPL icon
Apple
AAPL
+$318K
5
WMT icon
Walmart
WMT
+$317K

Sector Composition

1 Financials 10.51%
2 Technology 9.27%
3 Consumer Discretionary 8.21%
4 Healthcare 7.27%
5 Consumer Staples 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,780
102
-1,069
103
-4,945
104
-3,492