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
376
$222K 0.02%
20,772
377
$221K 0.02%
3,583
378
$218K 0.02%
1,700
379
$217K 0.02%
4,135
380
$216K 0.02%
8,639
381
$216K 0.02%
6,418
382
$215K 0.02%
1,866
383
$214K 0.02%
2,436
384
$213K 0.02%
2,750
385
$207K 0.02%
2,801
386
$204K 0.02%
1,228
387
$202K 0.02%
3,786
388
$200K 0.02%
4,232
389
$183K 0.01%
15,697
390
$141K 0.01%
27,098
391
$126K 0.01%
3,573
392
$126K 0.01%
16,448