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

Top Buys

1 +$2.42M
2 +$1.38M
3 +$897K
4
MAA icon
Mid-America Apartment Communities
MAA
+$807K
5
UNP icon
Union Pacific
UNP
+$766K

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