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
$1.33B
AUM Growth
+$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$2.97M
3
+$2.45M
4
IBMN icon
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$2.02M
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$1.75M

Top Sells

1
+$9.64M
2
+$7.52M
3
+$3.12M
4
BN icon
Brookfield
BN
+$2.64M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.34M

Sector Composition

1 Technology 9.26%
2 Financials 9.18%
3 Healthcare 7.07%
4 Industrials 6.15%
5 Consumer Staples 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.3M 0.93%
76,287
-1,857
27
$12.3M 0.92%
501,830
-6,690
28
$11.9M 0.89%
245,725
+7,195
29
$11.8M 0.89%
540,006
-1,587
30
$11.7M 0.88%
77,251
+7,743
31
$11.7M 0.88%
87,383
-6,008
32
$11.5M 0.87%
161,390
+1,535
33
$11.5M 0.86%
21,726
+60
34
$11.1M 0.83%
53,441
-3,901
35
$11M 0.83%
482,892
-75,646
36
$10.8M 0.81%
425,396
+7,988
37
$10.6M 0.79%
60,246
+529
38
$10.4M 0.78%
403,872
+21,193
39
$10.3M 0.78%
39,247
-337
40
$10.3M 0.77%
47,984
-837
41
$9.64M 0.72%
128,087
+3,468
42
$8.97M 0.67%
124,932
-18,763
43
$8.49M 0.64%
85,461
44
$8.41M 0.63%
55,489
-613
45
$7.89M 0.59%
97,269
-21,248
46
$7.79M 0.59%
35,875
-1,196
47
$7.76M 0.58%
107,896
-2,024
48
$7.74M 0.58%
293,571
+76,419
49
$7.53M 0.57%
42,628
-626
50
$7.42M 0.56%
74,928
-10,168
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