LIM
Leavell Investment Management Portfolio holdings
AUM
$2.23B
1-Year Return
17.7%
This Quarter Return
+6.76%
1 Year Return
+17.7%
3 Year Return
+72.04%
5 Year Return
+119.87%
10 Year Return
+244.65%
AUM
$1.23B
AUM Growth
+$0
(0%)
Cap. Flow
-$1.26M
Cap. Flow
% of AUM
-0.1%
Top 10 Holdings %
Top 10 Hldgs %
19.7%
Holding
392
New
–
Increased
1
Reduced
6
Closed
–
Top Buys
| 1 |
iShares Gold Trust
IAU
|
$3.54M |
Top Sells
| 1 |
CSX Corp
CSX
|
$2.69M |
| 2 |
Canadian Pacific Kansas City
CP
|
$912K |
| 3 |
Sherwin-Williams
SHW
|
$752K |
| 4 |
Vanguard Russell 2000 ETF
VTWO
|
$261K |
| 5 |
Merck
MRK
|
$169K |
Sector Composition
| 1 | Technology | 11.53% |
| 2 | Financials | 10.36% |
| 3 | Industrials | 7.3% |
| 4 | Healthcare | 6.97% |
| 5 | Consumer Discretionary | 4.97% |
