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
+$724K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1 +$611K
2 +$253K
3 +$223K
4
SRCE icon
1st Source
SRCE
+$212K
5
NSC icon
Norfolk Southern
NSC
+$208K

Top Sells

1 +$1.17M
2 +$524K
3 +$522K
4
JPM icon
JPMorgan Chase
JPM
+$327K
5
TJX icon
TJX Companies
TJX
+$265K

Sector Composition

1 Financials 11.08%
2 Technology 9.86%
3 Healthcare 7.53%
4 Consumer Discretionary 7.51%
5 Consumer Staples 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$123K 0.07%
2,217
-199
102
-11,758