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
$661M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$927K
3
+$781K
4
GAS
AGL Resources Inc
GAS
+$690K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$668K

Top Sells

1
+$4.18M
2
+$2.12M
3
+$1.01M
4
CFN
CAREFUSION CORPORATION
CFN
+$996K
5
SLB icon
SLB Ltd
SLB
+$944K

Sector Composition

1 Healthcare 10.01%
2 Energy 9.38%
3 Financials 8.96%
4 Industrials 8.94%
5 Technology 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.23M 0.79%
75,412
27
$4.97M 0.75%
60,704
+610
28
$4.7M 0.71%
93,610
+2,600
29
$4.66M 0.71%
57,953
-2,685
30
$4.55M 0.69%
69,596
+2,800
31
$4.53M 0.69%
53,748
32
$4.4M 0.66%
84,900
+600
33
$4.33M 0.65%
69,554
+100
34
$4.27M 0.65%
55,615
+1,000
35
$4.25M 0.64%
47,132
+370
36
$3.95M 0.6%
123,522
-600
37
$3.91M 0.59%
80,427
+1,900
38
$3.88M 0.59%
101,768
-1,425
39
$3.78M 0.57%
38,835
+200
40
$3.77M 0.57%
37,487
+6,000
41
$3.76M 0.57%
18,534
42
$3.62M 0.55%
49,075
43
$3.62M 0.55%
89,176
-1,150
44
$3.6M 0.54%
41,281
+1,333
45
$3.52M 0.53%
140,248
+17,200
46
$3.49M 0.53%
59,645
+2,800
47
$3.49M 0.53%
69,806
+502
48
$3.48M 0.53%
111,191
+4,040
49
$3.45M 0.52%
139,919
+2,815
50
$3.39M 0.51%
39,571
1
2
3 4 5