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
$600M
AUM Growth
+$7.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$996K
3
+$941K
4
WDC icon
Western Digital
WDC
+$617K
5
PRU icon
Prudential Financial
PRU
+$567K

Top Sells

1
+$883K
2
+$823K
3
+$618K
4
PKX icon
POSCO
PKX
+$526K
5
MO icon
Altria Group
MO
+$517K

Sector Composition

1 Energy 11.07%
2 Financials 10.75%
3 Healthcare 8.3%
4 Industrials 8.29%
5 Technology 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.76M 0.79%
25,856
-1,349
27
$4.58M 0.76%
94,413
28
$4.5M 0.75%
24,067
+1,745
29
$4.5M 0.75%
142,602
+400
30
$4.37M 0.73%
382,573
+37,871
31
$3.99M 0.67%
535,872
-82,920
32
$3.98M 0.66%
54,559
+255
33
$3.89M 0.65%
52,628
+610
34
$3.83M 0.64%
144,655
+470
35
$3.79M 0.63%
98,093
-12,666
36
$3.71M 0.62%
37,863
-2,532
37
$3.71M 0.62%
70,510
-595
38
$3.69M 0.62%
52,326
+1,289
39
$3.6M 0.6%
50,604
-350
40
$3.6M 0.6%
48,995
+49
41
$3.57M 0.6%
53,748
-500
42
$3.56M 0.59%
43,863
-2,090
43
$3.52M 0.59%
52,725
-100
44
$3.49M 0.58%
271,308
+77,394
45
$3.49M 0.58%
22,915
46
$3.45M 0.57%
93,335
+1,800
47
$3.43M 0.57%
49,015
+2,000
48
$3.39M 0.57%
151,008
+51,400
49
$3.35M 0.56%
34,048
-88
50
$3.34M 0.56%
28,745
+1,681
1
2
3 4 5