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
$789M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.47M
3
+$1.43M
4
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$1.38M
5
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$1.31M

Top Sells

1
+$21.7M
2
+$1.25M
3
+$982K
4
CVX icon
Chevron
CVX
+$892K
5
GILD icon
Gilead Sciences
GILD
+$766K

Sector Composition

1 Financials 10.77%
2 Healthcare 7.86%
3 Technology 7.64%
4 Industrials 7.59%
5 Consumer Staples 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.62M 0.59%
44,262
-8,548
52
$4.38M 0.55%
161,618
-1,000
53
$4.32M 0.55%
108,608
-1,563
54
$4.22M 0.54%
50,750
-6,549
55
$4.15M 0.53%
44,759
-170
56
$3.96M 0.5%
31,635
+100
57
$3.93M 0.5%
51,139
-3,195
58
$3.93M 0.5%
65,898
-300
59
$3.91M 0.5%
52,463
-368
60
$3.8M 0.48%
22,454
+250
61
$3.73M 0.47%
83,101
-1,040
62
$3.69M 0.47%
82,564
-980
63
$3.65M 0.46%
80,360
64
$3.64M 0.46%
241,956
+9,501
65
$3.62M 0.46%
81,719
66
$3.6M 0.46%
35,002
+5,645
67
$3.51M 0.44%
67,580
-700
68
$3.48M 0.44%
27,360
-967
69
$3.48M 0.44%
14,302
-56
70
$3.48M 0.44%
17,543
-2,200
71
$3.43M 0.43%
52,005
72
$3.42M 0.43%
61,729
-746
73
$3.4M 0.43%
24,020
-100
74
$3.31M 0.42%
225,744
+7,267
75
$3.27M 0.42%
42,575
+150
1 2
3
4 5