LIM

Leavell Investment Management Portfolio holdings

AUM $2.37B
1-Year Est. Return 19.4%
This Quarter Est. Return
1 Year Est. Return
+19.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$779M
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.52M
3
+$2.79M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.97M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.8M

Top Sells

1
+$4.36M
2
+$3.38M
3
+$2.5M
4
DLTR icon
Dollar Tree
DLTR
+$1.86M
5
BUD icon
AB InBev
BUD
+$1.82M

Sector Composition

1 Financials 10.38%
2 Healthcare 7.62%
3 Technology 7.58%
4 Industrials 7.44%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$562K 0.07%
10,865
+3,576
227
$561K 0.07%
7,800
228
$553K 0.07%
9,785
229
$551K 0.07%
6,050
-680
230
$548K 0.07%
3,000
231
$540K 0.07%
878
232
$540K 0.07%
12,000
233
$535K 0.07%
6,500
234
$530K 0.07%
10,500
235
$525K 0.07%
4,000
236
$525K 0.07%
3,445
237
$518K 0.07%
14,175
-1,000
238
$505K 0.06%
6,433
+200
239
$502K 0.06%
11,924
-5,288
240
$500K 0.06%
7,295
241
$499K 0.06%
+7,350
242
$484K 0.06%
2,734
-200
243
$484K 0.06%
9,700
244
$479K 0.06%
6,200
245
$472K 0.06%
30,411
246
$471K 0.06%
+9,125
247
$467K 0.06%
9,486
248
$467K 0.06%
5,000
249
$458K 0.06%
4,691
250
$454K 0.06%
5,641
+536
8 9
10
11 12