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
301
$310K 0.04%
8,536
-1,296
302
$308K 0.04%
5,220
-2,400
303
$306K 0.04%
6,500
304
$305K 0.04%
2,478
305
$305K 0.04%
2,895
306
$303K 0.04%
12,192
307
$298K 0.04%
10,955
-1,001
308
$296K 0.04%
5,469
309
$291K 0.04%
2,415
+2
310
$288K 0.04%
2,255
311
$287K 0.04%
6,660
312
$285K 0.04%
3,844
+240
313
$283K 0.04%
8,942
314
$280K 0.04%
4,200
+200
315
$279K 0.04%
2,570
+328
316
$278K 0.04%
5,347
317
$275K 0.04%
2,022
+500
318
$274K 0.04%
10,000
319
$274K 0.04%
5,210
-2,408
320
$272K 0.03%
17,200
-1,450
321
$271K 0.03%
2,177
322
$269K 0.03%
2,564
323
$269K 0.03%
4,570
324
$268K 0.03%
2,380
325
$265K 0.03%
2,140
11 12
13
14 15