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
351
$261K 0.02%
1,465
-1,465
352
$260K 0.02%
1,727
353
$258K 0.02%
673
354
$255K 0.02%
4,000
355
$254K 0.02%
3,200
356
$252K 0.02%
2,393
357
$247K 0.02%
5,858
358
$241K 0.02%
9,236
359
$241K 0.02%
1,715
360
$241K 0.02%
1,700
361
$241K 0.02%
6,407
362
$239K 0.02%
3,691
363
$238K 0.02%
11,000
364
$238K 0.02%
25,461
365
$236K 0.02%
1,854
366
$230K 0.02%
4,422
367
$230K 0.02%
1,831
368
$228K 0.02%
5,687
369
$228K 0.02%
10,430
370
$228K 0.02%
600
-2,400
371
$225K 0.02%
5,132
372
$225K 0.02%
4,415
373
$224K 0.02%
3,440
374
$224K 0.02%
5,840
375
$224K 0.02%
800
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