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
326
$259K 0.03%
+4,277
327
$259K 0.03%
6,026
+300
328
$259K 0.03%
1,300
-1,200
329
$258K 0.03%
4,800
330
$254K 0.03%
2,625
331
$253K 0.03%
6,500
-1,500
332
$249K 0.03%
3,650
-200
333
$249K 0.03%
1,475
334
$245K 0.03%
3,952
-1,487
335
$243K 0.03%
890
336
$242K 0.03%
2,291
337
$241K 0.03%
4,924
338
$237K 0.03%
5,800
339
$236K 0.03%
4,335
-400
340
$232K 0.03%
+7,800
341
$231K 0.03%
+7,500
342
$229K 0.03%
4,096
343
$223K 0.03%
3,818
-300
344
$223K 0.03%
+5,000
345
$221K 0.03%
11,249
-2,584
346
$220K 0.03%
9,028
347
$218K 0.03%
4,881
348
$217K 0.03%
3,285
-500
349
$217K 0.03%
5,723
-495
350
$215K 0.03%
5,873
-1,590
11 12 13
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