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
$779M
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.52M
3
+$2.79M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.97M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.8M

Top Sells

1
+$4.36M
2
+$3.38M
3
+$2.5M
4
DLTR icon
Dollar Tree
DLTR
+$1.86M
5
BUD icon
AB InBev
BUD
+$1.82M

Sector Composition

1 Financials 10.38%
2 Healthcare 7.62%
3 Technology 7.58%
4 Industrials 7.44%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.26M 0.55%
25,957
52
$4.07M 0.52%
83,544
-947
53
$4.04M 0.52%
44,929
+424
54
$3.96M 0.51%
66,198
+200
55
$3.94M 0.51%
104,710
+15,800
56
$3.84M 0.49%
40,127
+20,563
57
$3.84M 0.49%
54,334
+352
58
$3.77M 0.48%
52,831
+236
59
$3.75M 0.48%
31,535
+700
60
$3.7M 0.48%
22,204
+10,775
61
$3.7M 0.47%
19,743
62
$3.63M 0.47%
28,327
-268
63
$3.57M 0.46%
84,141
-10,207
64
$3.57M 0.46%
98,939
+4,825
65
$3.52M 0.45%
68,280
+500
66
$3.48M 0.45%
62,475
-434
67
$3.45M 0.44%
232,455
+1,335
68
$3.42M 0.44%
42,425
69
$3.41M 0.44%
14,358
-40
70
$3.4M 0.44%
37,474
+1,161
71
$3.37M 0.43%
32,949
+500
72
$3.35M 0.43%
81,719
-260
73
$3.33M 0.43%
80,360
74
$3.27M 0.42%
44,859
75
$3.26M 0.42%
40,023
-670
1 2
3
4 5