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
$1.23B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M

Top Sells

1
+$2.69M
2
+$912K
3
+$752K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$261K
5
MRK icon
Merck
MRK
+$169K

Sector Composition

1 Technology 11.53%
2 Financials 10.36%
3 Industrials 7.3%
4 Healthcare 6.97%
5 Consumer Discretionary 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$426K 0.03%
9,800
302
$425K 0.03%
8,340
303
$422K 0.03%
7,968
304
$420K 0.03%
3,230
305
$413K 0.03%
2,352
306
$411K 0.03%
13,400
307
$403K 0.03%
4,200
308
$400K 0.03%
4,600
309
$398K 0.03%
4,490
310
$396K 0.03%
3,648
311
$395K 0.03%
19,973
312
$391K 0.03%
4,312
313
$377K 0.03%
7,950
314
$376K 0.03%
509
-1,018
315
$372K 0.03%
2,327
316
$370K 0.03%
2,078
317
$370K 0.03%
2,333
318
$369K 0.03%
1,500
319
$368K 0.03%
4,650
320
$367K 0.03%
11,661
321
$367K 0.03%
14,482
322
$366K 0.03%
1,587
323
$353K 0.03%
7,788
324
$345K 0.03%
5,120
325
$338K 0.03%
4,274
11 12
13
14 15