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
201
$18K 0.01%
+220
202
$17K 0.01%
+200
203
$17K 0.01%
+1,000
204
$16K 0.01%
+200
205
$16K 0.01%
+170
206
$16K 0.01%
+330
207
$15K 0.01%
+500
208
$15K 0.01%
+592
209
$15K 0.01%
+333
210
$14K 0.01%
+277
211
$14K 0.01%
+700
212
$14K 0.01%
+281
213
$13K 0.01%
+270
214
$13K 0.01%
+2,000
215
$13K 0.01%
+300
216
$13K 0.01%
+800
217
$13K 0.01%
+438
218
$13K 0.01%
+200
219
$12K 0.01%
+557
220
$12K 0.01%
+545
221
$12K 0.01%
+192
222
$12K 0.01%
+700
223
$11K 0.01%
+95
224
$11K 0.01%
+592
225
$11K 0.01%
+241
7 8
9
10 11