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
$1.23B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M

Top Sells

1
+$2.69M
2
+$912K
3
+$752K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$261K
5
MRK icon
Merck
MRK
+$169K

Sector Composition

1 Technology 11.53%
2 Financials 10.36%
3 Industrials 7.3%
4 Healthcare 6.97%
5 Consumer Discretionary 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.1M 0.91%
60,249
27
$11M 0.9%
74,894
28
$11M 0.89%
50,491
29
$10.7M 0.87%
22,502
30
$10.2M 0.83%
387,136
31
$9.97M 0.81%
26,977
32
$9.84M 0.8%
63,620
33
$9.66M 0.79%
196,666
34
$9.44M 0.77%
366,972
35
$9.44M 0.77%
360,601
36
$9.19M 0.75%
68,991
37
$9.14M 0.74%
147,034
38
$9.11M 0.74%
67,549
39
$8.81M 0.72%
22,149
40
$8.52M 0.69%
38,004
41
$8.21M 0.67%
99,910
42
$8.17M 0.67%
21,947
43
$8.02M 0.65%
315,036
44
$7.96M 0.65%
327,606
45
$7.93M 0.65%
58,537
46
$7.88M 0.64%
301,538
47
$7.81M 0.64%
81,804
48
$7.61M 0.62%
70,339
49
$7.36M 0.6%
71,180
50
$7.27M 0.59%
44,221
1
2
3 4 5