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
$1.81B
AUM Growth
+$78.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.71M
3
+$2.66M
4
MBB icon
iShares MBS ETF
MBB
+$2.61M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.98M

Top Sells

1
+$11.1M
2
+$1.67M
3
+$1.45M
4
CL icon
Colgate-Palmolive
CL
+$1.3M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.27M

Sector Composition

1 Technology 15.79%
2 Financials 8.21%
3 Healthcare 5.13%
4 Industrials 4.94%
5 Consumer Discretionary 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$435K 0.02%
276
+84
377
$433K 0.02%
4,050
378
$433K 0.02%
+2,084
379
$430K 0.02%
521
+18
380
$428K 0.02%
6,099
381
$427K 0.02%
18,777
-3,238
382
$421K 0.02%
4,795
383
$420K 0.02%
7,533
+1,286
384
$419K 0.02%
11,020
+1,163
385
$413K 0.02%
8,423
+845
386
$411K 0.02%
5,175
+351
387
$410K 0.02%
+1,122
388
$410K 0.02%
1,500
389
$406K 0.02%
2,231
-2,379
390
$404K 0.02%
5,100
391
$403K 0.02%
1,540
-45
392
$402K 0.02%
2,100
-600
393
$399K 0.02%
10,264
394
$391K 0.02%
2,601
395
$389K 0.02%
859
+81
396
$387K 0.02%
5,641
-3,018
397
$382K 0.02%
6,041
398
$381K 0.02%
+11,702
399
$380K 0.02%
2,443
+408
400
$379K 0.02%
10,000
14 15
16
17 18