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
$929M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$1.43M
3
+$945K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$921K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$785K

Top Sells

1
+$3.43M
2
+$3.37M
3
+$1.09M
4
AAPL icon
Apple
AAPL
+$700K
5
NVDA icon
NVIDIA
NVDA
+$689K

Sector Composition

1 Financials 11.24%
2 Technology 9.38%
3 Healthcare 7.71%
4 Industrials 7.68%
5 Energy 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.86M 0.52%
63,432
-375
52
$4.84M 0.52%
42,551
+1,413
53
$4.79M 0.52%
80,260
+820
54
$4.76M 0.51%
65,772
55
$4.7M 0.51%
132,815
+383
56
$4.53M 0.49%
51,507
+2,065
57
$4.52M 0.49%
56,525
-382
58
$4.41M 0.47%
93,285
-6,580
59
$4.29M 0.46%
51,550
-2,819
60
$4.22M 0.45%
52,775
+1,374
61
$4.21M 0.45%
91,482
+9,299
62
$4.19M 0.45%
145,952
63
$4.16M 0.45%
47,573
-62
64
$4.09M 0.44%
38,157
-132
65
$4.07M 0.44%
54,288
66
$4.05M 0.44%
159,932
+18,000
67
$4M 0.43%
216,349
-1,847
68
$3.98M 0.43%
15,630
-9
69
$3.96M 0.43%
39,540
+300
70
$3.95M 0.43%
126,300
+10,362
71
$3.85M 0.41%
17,985
-60
72
$3.85M 0.41%
82,654
+2,355
73
$3.77M 0.41%
41,662
-447
74
$3.7M 0.4%
143,951
-9,149
75
$3.66M 0.39%
31,847
-247
1 2
3
4 5