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
301
$332K 0.04%
4,432
-133
302
$331K 0.04%
5,469
303
$329K 0.04%
6,912
304
$326K 0.04%
7,396
305
$323K 0.04%
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306
$319K 0.04%
3,779
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307
$318K 0.04%
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308
$318K 0.04%
+4,252
309
$307K 0.04%
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310
$306K 0.04%
2,416
+1
311
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312
$298K 0.04%
6,619
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313
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314
$297K 0.04%
5,500
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315
$296K 0.04%
15,000
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316
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317
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318
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320
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3,900
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321
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5,443
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2,177
323
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2,564
324
$281K 0.04%
2,561
-9
325
$280K 0.04%
10,000
11 12
13
14 15