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
$600M
AUM Growth
+$7.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$996K
3
+$941K
4
WDC icon
Western Digital
WDC
+$617K
5
PRU icon
Prudential Financial
PRU
+$567K

Top Sells

1
+$883K
2
+$823K
3
+$618K
4
PKX icon
POSCO
PKX
+$526K
5
MO icon
Altria Group
MO
+$517K

Sector Composition

1 Energy 11.07%
2 Financials 10.75%
3 Healthcare 8.3%
4 Industrials 8.29%
5 Technology 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.21M 0.54%
43,000
+1,000
52
$3.16M 0.53%
103,988
-16,604
53
$3.12M 0.52%
45,994
-541
54
$3.09M 0.52%
65,026
-7,421
55
$3.09M 0.51%
46,992
+200
56
$3.06M 0.51%
60,841
-16,350
57
$3.06M 0.51%
31,474
58
$3M 0.5%
67,594
-2,275
59
$2.99M 0.5%
55,396
+124
60
$2.97M 0.49%
111,879
-3,540
61
$2.86M 0.48%
77,410
-1,510
62
$2.83M 0.47%
46,564
-24
63
$2.81M 0.47%
54,690
+2,500
64
$2.78M 0.46%
24,445
65
$2.72M 0.45%
25,009
66
$2.71M 0.45%
35,135
+5,051
67
$2.7M 0.45%
32,975
-2,000
68
$2.66M 0.44%
25,244
-300
69
$2.64M 0.44%
57,982
+200
70
$2.6M 0.43%
10,385
71
$2.57M 0.43%
26,382
+175
72
$2.56M 0.43%
25,726
73
$2.55M 0.42%
20,548
+247
74
$2.53M 0.42%
17,017
75
$2.53M 0.42%
67,507
-13,798
1 2
3
4 5