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
$1.81B
AUM Growth
+$78.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.71M
3
+$2.66M
4
MBB icon
iShares MBS ETF
MBB
+$2.61M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.98M

Top Sells

1
+$11.1M
2
+$1.67M
3
+$1.45M
4
CL icon
Colgate-Palmolive
CL
+$1.3M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.27M

Sector Composition

1 Technology 15.79%
2 Financials 8.21%
3 Healthcare 5.13%
4 Industrials 4.94%
5 Consumer Discretionary 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.36M 0.08%
31,267
+675
227
$1.36M 0.08%
2,508
+8
228
$1.35M 0.07%
45,324
+3,240
229
$1.34M 0.07%
9,850
-367
230
$1.32M 0.07%
22,940
231
$1.3M 0.07%
16,459
+1,959
232
$1.3M 0.07%
39,027
233
$1.29M 0.07%
130,000
234
$1.28M 0.07%
11,937
235
$1.27M 0.07%
20,446
-400
236
$1.27M 0.07%
16,107
+4,876
237
$1.26M 0.07%
4,221
238
$1.25M 0.07%
21,061
-3,018
239
$1.25M 0.07%
4,140
+17
240
$1.24M 0.07%
5,766
-474
241
$1.23M 0.07%
15,760
+1,591
242
$1.22M 0.07%
13,625
+52
243
$1.22M 0.07%
4,852
+180
244
$1.21M 0.07%
26,530
+20,665
245
$1.21M 0.07%
4,688
-50
246
$1.2M 0.07%
10,421
247
$1.2M 0.07%
5,062
+226
248
$1.19M 0.07%
3,709
+94
249
$1.18M 0.07%
21,956
+182
250
$1.18M 0.07%
52,390
-4,006
8 9
10
11 12