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
$633M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$1.48M
3
+$1.05M
4
UNP icon
Union Pacific
UNP
+$997K
5
SO icon
Southern Company
SO
+$710K

Top Sells

1
+$2.66M
2
+$1.52M
3
+$1.45M
4
WFM
Whole Foods Market Inc
WFM
+$1.34M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.27M

Sector Composition

1 Energy 12.33%
2 Financials 10.52%
3 Industrials 8.57%
4 Healthcare 8.47%
5 Technology 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.32M 0.53%
27,955
-790
52
$3.27M 0.52%
103,988
53
$3.23M 0.51%
83,410
+6,000
54
$3.22M 0.51%
31,274
-200
55
$3.18M 0.5%
56,375
+1,685
56
$3.17M 0.5%
38,573
-14,055
57
$3.16M 0.5%
45,413
-581
58
$3.08M 0.49%
19,715
-3,200
59
$3.05M 0.48%
109,969
-1,910
60
$2.98M 0.47%
56,596
+1,200
61
$2.96M 0.47%
95,745
+15,100
62
$2.92M 0.46%
25,009
63
$2.89M 0.46%
68,959
+1,452
64
$2.8M 0.44%
76,667
+8,600
65
$2.8M 0.44%
25,726
66
$2.77M 0.44%
37,750
-5,250
67
$2.75M 0.44%
52,666
-8,175
68
$2.73M 0.43%
57,182
-800
69
$2.73M 0.43%
47,314
+750
70
$2.73M 0.43%
21,643
+1,095
71
$2.71M 0.43%
22,982
+5,696
72
$2.7M 0.43%
32,975
73
$2.68M 0.42%
23,344
-1,900
74
$2.68M 0.42%
26,327
-55
75
$2.67M 0.42%
34,760
-19,799
1 2
3
4 5