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
451
$267K 0.01%
+1,129
452
$267K 0.01%
3,425
-790
453
$266K 0.01%
+208
454
$265K 0.01%
10,915
455
$260K 0.01%
2,838
+107
456
$256K 0.01%
7,357
-3,390
457
$256K 0.01%
+5,314
458
$256K 0.01%
396
+1
459
$255K 0.01%
10,000
460
$252K 0.01%
3,359
461
$250K 0.01%
7,167
-1,040
462
$250K 0.01%
2,350
463
$245K 0.01%
3,200
464
$244K 0.01%
8,930
+703
465
$242K 0.01%
6,796
-64
466
$242K 0.01%
2,150
467
$240K 0.01%
6,118
-641
468
$239K 0.01%
2,503
+13
469
$238K 0.01%
+4,755
470
$235K 0.01%
6,964
-237
471
$235K 0.01%
+2,170
472
$232K 0.01%
+9,910
473
$231K 0.01%
+1,060
474
$231K 0.01%
+2,749
475
$228K 0.01%
1,684
+22
17 18
19
20 21