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
$661M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$927K
3
+$781K
4
GAS
AGL Resources Inc
GAS
+$690K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$668K

Top Sells

1
+$4.18M
2
+$2.12M
3
+$1.01M
4
CFN
CAREFUSION CORPORATION
CFN
+$996K
5
SLB icon
SLB Ltd
SLB
+$944K

Sector Composition

1 Healthcare 10.01%
2 Energy 9.38%
3 Financials 8.96%
4 Industrials 8.94%
5 Technology 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$424K 0.06%
4,000
277
$423K 0.06%
6,600
278
$421K 0.06%
9,039
279
$414K 0.06%
+8,414
280
$413K 0.06%
14,000
281
$405K 0.06%
2,235
282
$397K 0.06%
2,300
283
$396K 0.06%
2,925
284
$391K 0.06%
5,000
285
$390K 0.06%
9,428
286
$385K 0.06%
8,000
287
$384K 0.06%
12,000
288
$382K 0.06%
6,132
289
$382K 0.06%
6,011
290
$381K 0.06%
5,580
+1,800
291
$381K 0.06%
4,915
-300
292
$379K 0.06%
778
293
$373K 0.06%
6,000
294
$369K 0.06%
5,884
295
$367K 0.06%
6,000
296
$363K 0.05%
4,000
297
$361K 0.05%
5,000
298
$361K 0.05%
3,200
299
$360K 0.05%
4,153
300
$359K 0.05%
5,789
10 11
12
13 14