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
251
$492K 0.06%
16,375
-200
252
$490K 0.06%
3,700
+1,222
253
$486K 0.06%
4,800
+300
254
$483K 0.06%
9,465
-3,500
255
$483K 0.06%
12,000
256
$471K 0.06%
4,691
257
$469K 0.06%
24,867
258
$466K 0.06%
7,295
259
$464K 0.06%
23,000
-2,000
260
$463K 0.06%
12,000
261
$454K 0.06%
7,250
262
$452K 0.06%
8,000
263
$449K 0.06%
12,042
+2,272
264
$447K 0.06%
5,000
265
$432K 0.05%
10,955
266
$430K 0.05%
12,000
267
$427K 0.05%
17,600
-75
268
$426K 0.05%
3,500
269
$426K 0.05%
6,200
270
$425K 0.05%
3,615
-123
271
$424K 0.05%
13,800
272
$416K 0.05%
5,218
273
$410K 0.05%
4,869
274
$405K 0.05%
9,486
275
$398K 0.05%
5,122
9 10
11
12 13