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
$975M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$2.44M
3
+$1.6M
4
WPM icon
Wheaton Precious Metals
WPM
+$1.59M
5
BX icon
Blackstone
BX
+$1.33M

Top Sells

1
+$14.4M
2
+$3.66M
3
+$1.01M
4
PXD
Pioneer Natural Resource Co.
PXD
+$877K
5
LLL
L3 Technologies, Inc.
LLL
+$837K

Sector Composition

1 Financials 11.6%
2 Technology 8.47%
3 Industrials 7.65%
4 Healthcare 6.52%
5 Consumer Discretionary 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.46M 0.56%
46,023
+331
52
$5.27M 0.54%
40,762
-1,058
53
$5.21M 0.53%
23,986
-225
54
$5.16M 0.53%
68,082
-226
55
$5.03M 0.52%
71,201
+139
56
$4.97M 0.51%
53,817
-71
57
$4.9M 0.5%
143,794
+886
58
$4.84M 0.5%
88,279
+2,418
59
$4.81M 0.49%
189,553
+16,100
60
$4.75M 0.49%
41,313
-409
61
$4.74M 0.49%
185,611
+21,000
62
$4.73M 0.49%
189,280
+12,500
63
$4.64M 0.48%
102,961
-144
64
$4.63M 0.48%
30,656
+16,170
65
$4.62M 0.47%
75,860
+460
66
$4.45M 0.46%
175,780
+18,500
67
$4.38M 0.45%
33,883
+123
68
$4.37M 0.45%
152,852
+980
69
$4.31M 0.44%
64,448
+1,116
70
$4.22M 0.43%
49,089
-51
71
$4.2M 0.43%
81,559
+3,542
72
$4.2M 0.43%
51,822
+1,007
73
$4.17M 0.43%
51,431
+16,075
74
$4.08M 0.42%
95,625
-500
75
$4.07M 0.42%
254,557
+750
1 2
3
4 5