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
$600M
AUM Growth
+$7.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$996K
3
+$941K
4
WDC icon
Western Digital
WDC
+$617K
5
PRU icon
Prudential Financial
PRU
+$567K

Top Sells

1
+$883K
2
+$823K
3
+$618K
4
PKX icon
POSCO
PKX
+$526K
5
MO icon
Altria Group
MO
+$517K

Sector Composition

1 Energy 11.07%
2 Financials 10.75%
3 Healthcare 8.3%
4 Industrials 8.29%
5 Technology 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$239K 0.04%
2,900
+150
352
$239K 0.04%
10,000
353
$238K 0.04%
778
354
$238K 0.04%
6,000
355
$237K 0.04%
3,600
356
$237K 0.04%
4,420
357
$236K 0.04%
4,370
358
$236K 0.04%
4,000
359
$235K 0.04%
8,000
360
$233K 0.04%
5,480
361
$232K 0.04%
5,100
362
$229K 0.04%
4,150
363
$229K 0.04%
5,000
364
$227K 0.04%
3,195
365
$225K 0.04%
10,800
366
$224K 0.04%
5,650
367
$223K 0.04%
5,425
368
$219K 0.04%
4,200
369
$213K 0.04%
12,000
370
$212K 0.04%
2,000
371
$210K 0.04%
+5,680
372
$209K 0.03%
+1,684
373
$208K 0.03%
4,575
374
$207K 0.03%
+10,000
375
$205K 0.03%
2,200
12 13 14
15
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