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
326
$336K 0.03%
2,450
327
$335K 0.03%
5,500
328
$333K 0.03%
5,436
329
$327K 0.03%
19,699
330
$319K 0.03%
4,391
331
$317K 0.03%
3,236
332
$315K 0.03%
3,723
333
$313K 0.03%
1,140
334
$309K 0.03%
4,718
335
$305K 0.02%
7,783
336
$305K 0.02%
2,785
337
$303K 0.02%
2,545
338
$300K 0.02%
9,500
339
$300K 0.02%
1,417
340
$299K 0.02%
2,124
341
$289K 0.02%
10,020
342
$288K 0.02%
979
343
$281K 0.02%
2,818
344
$280K 0.02%
4,400
345
$276K 0.02%
366
346
$275K 0.02%
10,085
347
$274K 0.02%
2,050
348
$269K 0.02%
2,317
349
$265K 0.02%
2,274
350
$265K 0.02%
1,024
12 13
14
15 16