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
$177K
AUM Growth
-$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1 +$449
2 +$424
3 +$358
4
EOG icon
EOG Resources
EOG
+$345
5
XOM icon
Exxon Mobil
XOM
+$306

Top Sells

1 +$380K
2 +$42K
3 +$146
4
NKE icon
Nike
NKE
+$140
5
PEP icon
PepsiCo
PEP
+$115

Sector Composition

1 Technology 11.38%
2 Healthcare 10.32%
3 Financials 8.44%
4 Consumer Discretionary 8.06%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,410