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
$166M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.12M
3
+$885K
4
UPS icon
United Parcel Service
UPS
+$860K
5
GILD icon
Gilead Sciences
GILD
+$833K

Top Sells

1
+$1.15M
2
+$1.11M
3
+$1.07M
4
MDT icon
Medtronic
MDT
+$1.05M
5
KMB icon
Kimberly-Clark
KMB
+$980K

Sector Composition

1 Technology 10.47%
2 Financials 10.32%
3 Healthcare 8.71%
4 Consumer Discretionary 7.23%
5 Energy 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$80K 0.05%
+1,600
127
$79K 0.05%
+1,497
128
$75K 0.05%
+445
129
$70K 0.04%
+1,600
130
$68K 0.04%
+950
131
$68K 0.04%
+1,200
132
$67K 0.04%
+900
133
$67K 0.04%
+3,200
134
$64K 0.04%
+1,750
135
$63K 0.04%
+1,124
136
$63K 0.04%
+1,090
137
$61K 0.04%
+950
138
$61K 0.04%
+656
139
$61K 0.04%
+1,275
140
$60K 0.04%
+4,983
141
$59K 0.04%
+524
142
$58K 0.04%
+920
143
$56K 0.03%
+1,554
144
$56K 0.03%
+2,000
145
$56K 0.03%
+723
146
$55K 0.03%
+1,305
147
$54K 0.03%
+1,000
148
$54K 0.03%
+700
149
$53K 0.03%
+800
150
$52K 0.03%
+630
4 5
6
7 8