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
$633M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$1.48M
3
+$1.05M
4
UNP icon
Union Pacific
UNP
+$997K
5
SO icon
Southern Company
SO
+$710K

Top Sells

1
+$2.66M
2
+$1.52M
3
+$1.45M
4
WFM
Whole Foods Market Inc
WFM
+$1.34M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.27M

Sector Composition

1 Energy 12.33%
2 Financials 10.52%
3 Industrials 8.57%
4 Healthcare 8.47%
5 Technology 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.68M 0.74%
385,623
+3,050
27
$4.41M 0.7%
141,616
-986
28
$4.31M 0.68%
53,223
-11,174
29
$4.18M 0.66%
85,975
-8,438
30
$4.14M 0.65%
55,287
+2,961
31
$4.1M 0.65%
74,581
-15,332
32
$4.09M 0.65%
120,834
-42,933
33
$4.08M 0.65%
96,135
+2,800
34
$4.04M 0.64%
23,282
-2,574
35
$4.01M 0.63%
17,017
36
$3.92M 0.62%
291,897
+20,589
37
$3.91M 0.62%
38,809
+946
38
$3.89M 0.62%
91,921
-6,172
39
$3.83M 0.61%
51,606
+1,002
40
$3.72M 0.59%
139,422
-5,233
41
$3.7M 0.58%
50,902
+1,907
42
$3.62M 0.57%
152,208
+1,200
43
$3.6M 0.57%
43,743
-120
44
$3.57M 0.56%
34,153
+105
45
$3.5M 0.55%
51,006
+1,991
46
$3.45M 0.55%
52,050
-675
47
$3.43M 0.54%
53,748
48
$3.37M 0.53%
67,525
-69
49
$3.37M 0.53%
41,935
+6,800
50
$3.34M 0.53%
68,194
+3,168
1
2
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