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
$600M
AUM Growth
+$7.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$996K
3
+$941K
4
WDC icon
Western Digital
WDC
+$617K
5
PRU icon
Prudential Financial
PRU
+$567K

Top Sells

1
+$883K
2
+$823K
3
+$618K
4
PKX icon
POSCO
PKX
+$526K
5
MO icon
Altria Group
MO
+$517K

Sector Composition

1 Energy 11.07%
2 Financials 10.75%
3 Healthcare 8.3%
4 Industrials 8.29%
5 Technology 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$315K 0.05%
4,000
302
$314K 0.05%
2,050
303
$314K 0.05%
3,920
+605
304
$312K 0.05%
4,615
-40
305
$312K 0.05%
3,617
+40
306
$312K 0.05%
4,153
+30
307
$311K 0.05%
3,200
-500
308
$311K 0.05%
8,270
309
$310K 0.05%
3,200
310
$309K 0.05%
1,750
311
$307K 0.05%
7,700
-500
312
$303K 0.05%
6,290
+667
313
$299K 0.05%
6,700
314
$298K 0.05%
6,132
315
$297K 0.05%
2,056
316
$294K 0.05%
6,985
317
$288K 0.05%
5,588
318
$288K 0.05%
5,800
-305
319
$286K 0.05%
22,382
320
$286K 0.05%
3,206
321
$284K 0.05%
5,410
322
$281K 0.05%
4,500
323
$278K 0.05%
4,719
324
$278K 0.05%
4,000
325
$274K 0.05%
3,300
-100
11 12
13
14 15