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
351
$243K 0.04%
5,650
352
$243K 0.04%
9,062
353
$243K 0.04%
2,175
-300
354
$243K 0.04%
6,985
355
$239K 0.04%
4,990
-1,300
356
$239K 0.04%
2,500
357
$238K 0.04%
5,425
358
$238K 0.04%
5,410
359
$237K 0.04%
10,800
360
$236K 0.04%
598
361
$233K 0.04%
+4,000
362
$232K 0.04%
4,020
-400
363
$232K 0.04%
4,000
364
$229K 0.04%
+6,325
365
$229K 0.04%
6,200
366
$229K 0.04%
3,195
367
$228K 0.04%
4,370
368
$228K 0.04%
+1,500
369
$227K 0.04%
+3,900
370
$227K 0.04%
4,000
371
$225K 0.04%
3,592
+200
372
$225K 0.04%
2,394
373
$224K 0.04%
4,575
374
$223K 0.04%
2,200
375
$223K 0.04%
+1,000
13 14
15
16 17