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
$661M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$927K
3
+$781K
4
GAS
AGL Resources Inc
GAS
+$690K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$668K

Top Sells

1
+$4.18M
2
+$2.12M
3
+$1.01M
4
CFN
CAREFUSION CORPORATION
CFN
+$996K
5
SLB icon
SLB Ltd
SLB
+$944K

Sector Composition

1 Healthcare 10.01%
2 Energy 9.38%
3 Financials 8.96%
4 Industrials 8.94%
5 Technology 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.39M 0.51%
24,959
52
$3.37M 0.51%
29,445
+1,200
53
$3.35M 0.51%
28,275
54
$3.32M 0.5%
125,590
+77,516
55
$3.23M 0.49%
31,331
56
$3.22M 0.49%
37,250
+1,000
57
$3.2M 0.48%
335,370
+241
58
$3.14M 0.48%
86,920
-9,700
59
$3.12M 0.47%
39,722
-1,500
60
$3.12M 0.47%
13,017
61
$3.07M 0.46%
50,634
+2,820
62
$2.99M 0.45%
52,850
+800
63
$2.95M 0.45%
9,924
+624
64
$2.94M 0.45%
27,462
+92
65
$2.93M 0.44%
20,845
66
$2.9M 0.44%
87,973
+1,897
67
$2.82M 0.43%
26,033
-18
68
$2.82M 0.43%
34,781
69
$2.75M 0.42%
219,313
70
$2.75M 0.42%
15,865
71
$2.69M 0.41%
55,213
+308
72
$2.67M 0.4%
63,384
+3,464
73
$2.65M 0.4%
26,627
+1,312
74
$2.59M 0.39%
20,820
75
$2.58M 0.39%
26,275
+650
1 2
3
4 5