LIM
Leavell Investment Management Portfolio holdings
AUM
$2.23B
1-Year Return
17.7%
This Quarter Return
+9.59%
1 Year Return
+17.7%
3 Year Return
+72.04%
5 Year Return
+119.87%
10 Year Return
+244.65%
AUM
$1.5B
AUM Growth
+$161M
(+12%)
Cap. Flow
+$43.7M
Cap. Flow
% of AUM
2.91%
Top 10 Holdings %
Top 10 Hldgs %
22.74%
Holding
438
New
43
Increased
134
Reduced
124
Closed
9
Top Buys
Top Sells
| 1 |
IBMJ
iShares iBonds Dec 2021 Term Muni Bond ETF
IBMJ
|
$8.28M |
| 2 |
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
|
$6.45M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$6M |
| 4 |
NVIDIA
NVDA
|
$3.83M |
| 5 |
Apple
AAPL
|
$2.72M |
Sector Composition
| 1 | Technology | 12.88% |
| 2 | Financials | 10.13% |
| 3 | Healthcare | 6.86% |
| 4 | Industrials | 5.8% |
| 5 | Consumer Discretionary | 4.98% |
