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
$1.07B
AUM Growth
+$93.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$7.54M
3
+$6.33M
4
WPM icon
Wheaton Precious Metals
WPM
+$1.74M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$1.63M

Top Sells

1
+$3.81M
2
+$2.38M
3
+$1.39M
4
PXD
Pioneer Natural Resource Co.
PXD
+$963K
5
FM
iShares Frontier and Select EM ETF
FM
+$815K

Sector Composition

1 Financials 11.02%
2 Technology 9.02%
3 Industrials 7.43%
4 Healthcare 6.83%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$587K 0.06%
7,211
+2,960
252
$585K 0.05%
778
253
$584K 0.05%
4,214
-83
254
$582K 0.05%
7,828
255
$570K 0.05%
4,794
-200
256
$559K 0.05%
4,490
257
$539K 0.05%
4,550
258
$539K 0.05%
6,303
-240
259
$535K 0.05%
9,125
260
$533K 0.05%
140
261
$532K 0.05%
9,612
262
$512K 0.05%
13,942
263
$508K 0.05%
12,000
264
$503K 0.05%
3,500
265
$500K 0.05%
8,826
266
$494K 0.05%
6,569
267
$486K 0.05%
6,199
268
$484K 0.05%
+22,710
269
$484K 0.05%
2,525
-150
270
$482K 0.05%
3,019
271
$467K 0.04%
3,643
272
$461K 0.04%
4,099
+30
273
$459K 0.04%
4,849
+240
274
$446K 0.04%
4,795
275
$446K 0.04%
9,281
9 10
11
12 13