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
$592M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$4.32M
3
+$1.67M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.61M
5
LMT icon
Lockheed Martin
LMT
+$1.2M

Top Sells

1
+$8.15M
2
+$3.31M
3
+$2.03M
4
DUK icon
Duke Energy
DUK
+$966K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$745K

Sector Composition

1 Energy 11.2%
2 Financials 10.82%
3 Industrials 8.29%
4 Healthcare 7.87%
5 Technology 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.13M 0.53%
34,136
-2,350
52
$3.12M 0.53%
27,064
53
$3.12M 0.53%
81,305
-2,653
54
$3.1M 0.52%
78,920
-5,400
55
$3.1M 0.52%
115,419
+1,934
56
$3.08M 0.52%
55,272
+4,296
57
$3.04M 0.51%
22,915
-1,000
58
$3.03M 0.51%
69,869
-1,477
59
$2.92M 0.49%
31,474
60
$2.85M 0.48%
32,721
-1,623
61
$2.84M 0.48%
24,445
+70
62
$2.8M 0.47%
46,792
63
$2.76M 0.47%
52,190
+1,900
64
$2.75M 0.46%
59,030
-15,000
65
$2.73M 0.46%
20,301
-676
66
$2.73M 0.46%
108,167
-12,571
67
$2.72M 0.46%
46,588
-3,575
68
$2.72M 0.46%
25,544
-56
69
$2.64M 0.45%
57,782
70
$2.63M 0.44%
34,975
71
$2.56M 0.43%
67,747
+6,640
72
$2.54M 0.43%
10,385
73
$2.51M 0.42%
26,207
+85
74
$2.42M 0.41%
193,914
+134,001
75
$2.4M 0.41%
17,017
-83
1 2
3
4 5