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
$629M
AUM Growth
-$3.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1 +$2.36M
2 +$1.36M
3 +$909K
4
UNP icon
Union Pacific
UNP
+$802K
5
MAA icon
Mid-America Apartment Communities
MAA
+$744K

Top Sells

1 +$1.76M
2 +$1.73M
3 +$1.6M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.25M
5
BAC icon
Bank of America
BAC
+$937K

Sector Composition

1 Energy 11.72%
2 Financials 10.29%
3 Healthcare 9.06%
4 Industrials 8.74%
5 Technology 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-3,000
402
-7,300
403
$0 ﹤0.01%
272,585