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
$895M
AUM Growth
+$99.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.72M
3
+$1.06M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$982K
5
IBML
iShares iBonds Dec 2023 Term Muni Bond ETF
IBML
+$968K

Top Sells

1
+$2.07M
2
+$1.54M
3
+$1.16M
4
VVC
Vectren Corporation
VVC
+$930K
5
LIN icon
Linde
LIN
+$883K

Sector Composition

1 Financials 10.83%
2 Technology 8.61%
3 Industrials 7.44%
4 Healthcare 7.4%
5 Consumer Discretionary 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.9M 0.88%
26,332
+100
27
$7.87M 0.88%
66,459
-600
28
$7.59M 0.85%
29,243
+2,800
29
$7.26M 0.81%
38,241
-395
30
$6.89M 0.77%
62,046
+408
31
$6.88M 0.77%
132,547
+6,661
32
$6.86M 0.77%
43,182
-270
33
$6.55M 0.73%
23,010
+38
34
$6.54M 0.73%
126,537
+659
35
$6.25M 0.7%
23,450
-105
36
$6.11M 0.68%
72,391
-300
37
$6.06M 0.68%
24,511
-649
38
$5.98M 0.67%
42,746
-187
39
$5.81M 0.65%
71,910
-50
40
$5.75M 0.64%
142,761
+2,710
41
$5.7M 0.64%
114,021
-9,477
42
$5.59M 0.62%
51,596
+8,495
43
$5.58M 0.62%
69,294
+123
44
$5.58M 0.62%
45,266
-1,035
45
$5.47M 0.61%
64,985
-1,085
46
$5.43M 0.61%
89,527
+400
47
$5.36M 0.6%
307,389
+15,765
48
$5.25M 0.59%
31,925
-350
49
$5.24M 0.59%
76,515
-180
50
$5.24M 0.59%
50,355
+189
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