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
$789M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.47M
3
+$1.43M
4
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$1.38M
5
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$1.31M

Top Sells

1
+$21.7M
2
+$1.25M
3
+$982K
4
CVX icon
Chevron
CVX
+$892K
5
GILD icon
Gilead Sciences
GILD
+$766K

Sector Composition

1 Financials 10.77%
2 Healthcare 7.86%
3 Technology 7.64%
4 Industrials 7.59%
5 Consumer Staples 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.88M 0.87%
81,404
-1,520
27
$6.4M 0.81%
68,259
+300
28
$6.07M 0.77%
232,358
+54,860
29
$6.04M 0.77%
87,679
-1,813
30
$6.03M 0.76%
103,489
-1,680
31
$5.95M 0.75%
38,869
+150
32
$5.89M 0.75%
26,548
-1,610
33
$5.82M 0.74%
72,028
-4,415
34
$5.74M 0.73%
193,387
+7,893
35
$5.74M 0.73%
77,370
36
$5.55M 0.7%
349,192
+148,340
37
$5.54M 0.7%
43,394
+1,982
38
$5.54M 0.7%
41,892
-450
39
$5.25M 0.67%
52,522
+12,395
40
$5.05M 0.64%
60,449
-858
41
$5.04M 0.64%
177,043
-18,954
42
$5.02M 0.64%
96,552
-6,921
43
$4.96M 0.63%
46,949
+3,350
44
$4.95M 0.63%
68,206
-625
45
$4.87M 0.62%
82,612
-150
46
$4.86M 0.62%
125,062
-600
47
$4.74M 0.6%
121,760
+17,050
48
$4.72M 0.6%
25,457
-500
49
$4.67M 0.59%
76,447
-1,619
50
$4.65M 0.59%
145,801
+2,127
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