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
176
$29K 0.02%
+856
177
$28K 0.02%
+635
178
$27K 0.02%
+2,400
179
$27K 0.02%
+200
180
$27K 0.02%
+1,245
181
$25K 0.02%
+832
182
$25K 0.02%
+1,000
183
$25K 0.02%
+1,780
184
$25K 0.02%
+1,000
185
$25K 0.02%
+785
186
$25K 0.02%
+1,000
187
$25K 0.02%
+1,000
188
$24K 0.01%
+650
189
$24K 0.01%
+900
190
$24K 0.01%
+780
191
$23K 0.01%
+335
192
$23K 0.01%
+350
193
$22K 0.01%
+700
194
$22K 0.01%
+400
195
$19K 0.01%
+1,305
196
$19K 0.01%
+300
197
$19K 0.01%
40,000
198
$19K 0.01%
+400
199
$18K 0.01%
+629
200
$18K 0.01%
+1,182
6 7
8
9 10