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
276
$398K 0.05%
2,700
+50
277
$395K 0.05%
4,890
278
$386K 0.05%
12,000
279
$385K 0.05%
4,100
280
$385K 0.05%
1,900
281
$383K 0.05%
3,007
+100
282
$381K 0.05%
7,880
+20
283
$381K 0.05%
+3,441
284
$378K 0.05%
6,672
285
$377K 0.05%
11,300
+3,500
286
$373K 0.05%
6,015
-532
287
$372K 0.05%
6,937
+317
288
$368K 0.05%
4,806
+250
289
$367K 0.05%
4,460
-367
290
$364K 0.05%
2,580
-577
291
$356K 0.05%
4,175
292
$356K 0.05%
7,274
-31
293
$356K 0.05%
6,626
+600
294
$353K 0.04%
3,500
295
$351K 0.04%
5,207
-100
296
$346K 0.04%
5,000
297
$342K 0.04%
2,255
298
$340K 0.04%
4,900
299
$337K 0.04%
8,414
300
$333K 0.04%
8,536
10 11
12
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