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
$1.23B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M

Top Sells

1
+$2.69M
2
+$912K
3
+$752K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$261K
5
MRK icon
Merck
MRK
+$169K

Sector Composition

1 Technology 11.53%
2 Financials 10.36%
3 Industrials 7.3%
4 Healthcare 6.97%
5 Consumer Discretionary 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.08M 0.58%
435,485
+217,742
52
$7.05M 0.57%
155,130
53
$6.84M 0.56%
275,420
54
$6.71M 0.55%
107,079
55
$6.56M 0.53%
113,590
56
$6.5M 0.53%
34,418
57
$6.44M 0.52%
104,592
58
$6.37M 0.52%
44,987
59
$6M 0.49%
76,174
60
$5.98M 0.49%
16,410
61
$5.88M 0.48%
61,785
62
$5.82M 0.47%
267,567
63
$5.51M 0.45%
28,990
64
$5.47M 0.45%
172,276
65
$5.46M 0.45%
65,955
66
$5.4M 0.44%
105,526
67
$5.38M 0.44%
199,360
68
$5.38M 0.44%
140,185
69
$5.27M 0.43%
40,827
70
$5.25M 0.43%
63,591
71
$5.2M 0.42%
25,451
72
$5.08M 0.41%
244,034
73
$5.05M 0.41%
48,203
74
$4.85M 0.4%
33,116
75
$4.81M 0.39%
110,970
1 2
3
4 5