LIM

Leavell Investment Management Portfolio holdings

AUM $2.4B
1-Year Est. Return 20.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$895M
AUM Growth
+$99.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Sells

1 +$2.36M
2 +$1.38M
3 +$1.07M
4
VVC
Vectren Corporation
VVC
+$930K
5
LIN icon
Linde
LIN
+$834K

Sector Composition

1 Financials 10.83%
2 Technology 8.61%
3 Industrials 7.44%
4 Healthcare 7.4%
5 Consumer Discretionary 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-8,225
377
-12,918