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
$661M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$927K
3
+$781K
4
GAS
AGL Resources Inc
GAS
+$690K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$668K

Top Sells

1
+$4.18M
2
+$2.12M
3
+$1.01M
4
CFN
CAREFUSION CORPORATION
CFN
+$996K
5
SLB icon
SLB Ltd
SLB
+$944K

Sector Composition

1 Healthcare 10.01%
2 Energy 9.38%
3 Financials 8.96%
4 Industrials 8.94%
5 Technology 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$258K 0.04%
5,000
352
$256K 0.04%
+4,520
353
$255K 0.04%
5,556
354
$255K 0.04%
4,180
+400
355
$251K 0.04%
2,340
356
$250K 0.04%
16,912
-2,000
357
$250K 0.04%
5,030
+500
358
$249K 0.04%
2,301
+3
359
$247K 0.04%
5,425
360
$245K 0.04%
10,800
361
$242K 0.04%
9,062
362
$242K 0.04%
6,200
363
$241K 0.04%
12,000
364
$240K 0.04%
2,135
365
$240K 0.04%
+2,250
366
$236K 0.04%
5,386
367
$235K 0.04%
10,000
368
$234K 0.04%
+3,000
369
$232K 0.04%
5,146
370
$230K 0.03%
+2,783
371
$224K 0.03%
8,751
-10,521
372
$223K 0.03%
5,532
373
$222K 0.03%
2,800
374
$222K 0.03%
+4,480
375
$221K 0.03%
4,180
12 13 14
15
16