LIM
Leavell Investment Management Portfolio holdings
AUM
$2.23B
1-Year Return
17.7%
This Quarter Return
+8.99%
1 Year Return
+17.7%
3 Year Return
+72.04%
5 Year Return
+119.87%
10 Year Return
+244.65%
AUM
$1.33B
AUM Growth
+$71.3M
(+5.7%)
Cap. Flow
-$25.2M
Cap. Flow
% of AUM
-1.89%
Top 10 Holdings %
Top 10 Hldgs %
18.44%
Holding
456
New
26
Increased
110
Reduced
193
Closed
23
Top Buys
Top Sells
Sector Composition
1 | Technology | 9.26% |
2 | Financials | 9.18% |
3 | Healthcare | 7.07% |
4 | Industrials | 6.15% |
5 | Consumer Staples | 4.13% |