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
$633M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$1.48M
3
+$1.05M
4
UNP icon
Union Pacific
UNP
+$997K
5
SO icon
Southern Company
SO
+$710K

Top Sells

1
+$2.66M
2
+$1.52M
3
+$1.45M
4
WFM
Whole Foods Market Inc
WFM
+$1.34M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.27M

Sector Composition

1 Energy 12.33%
2 Financials 10.52%
3 Industrials 8.57%
4 Healthcare 8.47%
5 Technology 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$291K 0.05%
9,000
327
$289K 0.05%
5,300
+1,100
328
$288K 0.05%
4,153
329
$287K 0.05%
6,941
330
$285K 0.05%
1,684
331
$284K 0.04%
4,280
332
$281K 0.04%
1,253
-1,278
333
$279K 0.04%
4,100
-400
334
$279K 0.04%
6,740
-3,356
335
$278K 0.04%
6,839
-175
336
$277K 0.04%
+3,830
337
$277K 0.04%
22,382
338
$273K 0.04%
6,720
339
$269K 0.04%
4,000
340
$265K 0.04%
6,000
341
$261K 0.04%
2,831
-375
342
$261K 0.04%
2,388
343
$256K 0.04%
5,803
344
$254K 0.04%
778
345
$254K 0.04%
1,984
346
$247K 0.04%
5,567
347
$246K 0.04%
5,000
348
$245K 0.04%
2,900
349
$245K 0.04%
8,760
350
$244K 0.04%
10,000
12 13
14
15 16