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
$779M
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.52M
3
+$2.79M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.97M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.8M

Top Sells

1
+$4.36M
2
+$3.38M
3
+$2.5M
4
DLTR icon
Dollar Tree
DLTR
+$1.86M
5
BUD icon
AB InBev
BUD
+$1.82M

Sector Composition

1 Financials 10.38%
2 Healthcare 7.62%
3 Technology 7.58%
4 Industrials 7.44%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$365K 0.05%
1,900
277
$365K 0.05%
2,650
278
$364K 0.05%
778
279
$361K 0.05%
5,000
280
$359K 0.05%
+9,770
281
$353K 0.05%
12,000
282
$353K 0.05%
4,556
283
$352K 0.05%
5,307
-640
284
$348K 0.04%
7,860
+1,220
285
$347K 0.04%
6,672
-185
286
$346K 0.04%
4,175
287
$344K 0.04%
8,414
288
$344K 0.04%
7,305
+1,176
289
$339K 0.04%
5,018
290
$335K 0.04%
5,534
+34
291
$335K 0.04%
5,000
292
$330K 0.04%
7,224
293
$329K 0.04%
3,500
294
$329K 0.04%
4,900
+700
295
$323K 0.04%
4,565
+133
296
$322K 0.04%
12,000
297
$319K 0.04%
6,912
298
$318K 0.04%
6,620
-1,182
299
$315K 0.04%
2,838
300
$311K 0.04%
7,396
-833
10 11
12
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