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
$1.33B
AUM Growth
+$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$2.97M
3
+$2.45M
4
IBMN icon
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$2.02M
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$1.75M

Top Sells

1
+$9.64M
2
+$7.52M
3
+$3.12M
4
BN icon
Brookfield
BN
+$2.64M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.34M

Sector Composition

1 Technology 9.26%
2 Financials 9.18%
3 Healthcare 7.07%
4 Industrials 6.15%
5 Consumer Staples 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.07M 0.08%
8,250
-561
227
$1.06M 0.08%
27,232
+763
228
$1.05M 0.08%
5,477
-205
229
$1.04M 0.08%
15,024
230
$1.03M 0.08%
44,104
+5,230
231
$1.01M 0.08%
8,479
-73
232
$1M 0.08%
4,600
+100
233
$1M 0.08%
6,406
234
$998K 0.07%
2,186
-145
235
$998K 0.07%
42,200
236
$994K 0.07%
5,842
-730
237
$986K 0.07%
10,346
-100
238
$986K 0.07%
3,950
239
$975K 0.07%
14,500
240
$969K 0.07%
3,905
-243
241
$968K 0.07%
4,350
-700
242
$952K 0.07%
9,100
243
$943K 0.07%
18,835
-1,121
244
$926K 0.07%
19,700
+2,431
245
$920K 0.07%
11,219
246
$914K 0.07%
14,650
+500
247
$911K 0.07%
39,027
+3,327
248
$908K 0.07%
6,502
249
$905K 0.07%
11,328
250
$891K 0.07%
34,860
-22,252
8 9
10
11 12