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
$165M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1 +$555K
2 +$303K
3 +$203K
4
XOM icon
Exxon Mobil
XOM
+$202K
5
AMZN icon
Amazon
AMZN
+$179K

Top Sells

1 +$377K
2 +$281K
3 +$267K
4
O icon
Realty Income
O
+$266K
5
CRM icon
Salesforce
CRM
+$227K

Sector Composition

1 Technology 11.31%
2 Healthcare 9.73%
3 Financials 8.08%
4 Consumer Discretionary 8.03%
5 Consumer Staples 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,964
102
-1,373
103
-12,035