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
$183M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1 +$249K
2 +$214K
3 +$214K
4
CL icon
Colgate-Palmolive
CL
+$212K
5
V icon
Visa
V
+$122K

Top Sells

1 +$289K
2 +$258K
3 +$257K
4
APD icon
Air Products & Chemicals
APD
+$236K
5
KMB icon
Kimberly-Clark
KMB
+$219K

Sector Composition

1 Technology 12.01%
2 Consumer Discretionary 9.68%
3 Financials 9.29%
4 Healthcare 7.73%
5 Communication Services 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-762
102
-1,483
103
-844