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
$789M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.47M
3
+$1.43M
4
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$1.38M
5
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$1.31M

Top Sells

1
+$21.7M
2
+$1.25M
3
+$982K
4
CVX icon
Chevron
CVX
+$892K
5
GILD icon
Gilead Sciences
GILD
+$766K

Sector Composition

1 Financials 10.77%
2 Healthcare 7.86%
3 Technology 7.64%
4 Industrials 7.59%
5 Consumer Staples 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$590K 0.07%
4,568
-250
227
$589K 0.07%
10,865
228
$588K 0.07%
11,275
229
$580K 0.07%
16,206
-5,500
230
$577K 0.07%
13,452
-900
231
$576K 0.07%
11,924
232
$568K 0.07%
12,000
233
$565K 0.07%
10,500
234
$560K 0.07%
9,785
235
$556K 0.07%
3,445
236
$553K 0.07%
30,411
237
$553K 0.07%
6,000
-50
238
$544K 0.07%
50,000
-4,400
239
$541K 0.07%
2,734
240
$541K 0.07%
4,000
241
$539K 0.07%
6,500
242
$524K 0.07%
6,100
243
$522K 0.07%
878
244
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246
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9,125
247
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+20,000
248
$501K 0.06%
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249
$500K 0.06%
778
250
$497K 0.06%
7,350
8 9
10
11 12