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
$1.33B
AUM Growth
+$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$2.97M
3
+$2.45M
4
IBMN icon
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$2.02M
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$1.75M

Top Sells

1
+$9.64M
2
+$7.52M
3
+$3.12M
4
BN icon
Brookfield
BN
+$2.64M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.34M

Sector Composition

1 Technology 9.26%
2 Financials 9.18%
3 Healthcare 7.07%
4 Industrials 6.15%
5 Consumer Staples 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$440K 0.03%
10,000
327
$438K 0.03%
2,339
+700
328
$438K 0.03%
2,583
329
$437K 0.03%
6,658
330
$435K 0.03%
778
331
$429K 0.03%
5,467
-263
332
$425K 0.03%
1,269
333
$420K 0.03%
8,325
-1,102
334
$418K 0.03%
15,441
-268
335
$417K 0.03%
5,100
336
$416K 0.03%
13,002
+31
337
$414K 0.03%
11,784
+1,770
338
$413K 0.03%
1,863
+11
339
$404K 0.03%
+17,339
340
$404K 0.03%
4,795
341
$401K 0.03%
3,472
-129
342
$398K 0.03%
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343
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6,285
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344
$394K 0.03%
4,080
+650
345
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4,200
346
$386K 0.03%
1,328
-115
347
$377K 0.03%
6,321
+189
348
$377K 0.03%
3,900
349
$371K 0.03%
2,985
+4
350
$369K 0.03%
4,303
-755
12 13
14
15 16