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
$779M
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.52M
3
+$2.79M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.97M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.8M

Top Sells

1
+$4.36M
2
+$3.38M
3
+$2.5M
4
DLTR icon
Dollar Tree
DLTR
+$1.86M
5
BUD icon
AB InBev
BUD
+$1.82M

Sector Composition

1 Financials 10.38%
2 Healthcare 7.62%
3 Technology 7.58%
4 Industrials 7.44%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.27M 0.8%
76,443
-13,258
27
$6.15M 0.79%
195,997
+3,522
28
$6.09M 0.78%
28,158
+6,242
29
$6.04M 0.78%
67,959
+1,300
30
$5.99M 0.77%
185,494
+15,120
31
$5.89M 0.76%
89,492
+5,581
32
$5.67M 0.73%
52,810
+8,651
33
$5.66M 0.73%
77,370
34
$5.62M 0.72%
105,169
+5,125
35
$5.27M 0.68%
42,342
+254
36
$5.26M 0.67%
1,930,000
+302,000
37
$5.14M 0.66%
103,473
+28,736
38
$5.03M 0.65%
61,307
+682
39
$5.02M 0.64%
38,719
+920
40
$4.96M 0.64%
41,412
+2,557
41
$4.73M 0.61%
78,066
+1,530
42
$4.73M 0.61%
57,299
-8,824
43
$4.66M 0.6%
143,674
+3,301
44
$4.61M 0.59%
82,762
+150
45
$4.61M 0.59%
+110,171
46
$4.61M 0.59%
43,599
+14,900
47
$4.6M 0.59%
177,498
+25,568
48
$4.55M 0.58%
125,662
-2,000
49
$4.49M 0.58%
162,618
+1,250
50
$4.49M 0.58%
68,831
+630
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