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
$1.33B
AUM Growth
+$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$2.97M
3
+$2.45M
4
IBMN icon
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$2.02M
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$1.75M

Top Sells

1
+$9.64M
2
+$7.52M
3
+$3.12M
4
BN icon
Brookfield
BN
+$2.64M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.34M

Sector Composition

1 Technology 9.26%
2 Financials 9.18%
3 Healthcare 7.07%
4 Industrials 6.15%
5 Consumer Staples 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.14M 0.54%
80,519
-6,380
52
$7.09M 0.53%
102,492
+500
53
$6.98M 0.52%
49,422
+5,690
54
$6.93M 0.52%
146,154
-3,285
55
$6.91M 0.52%
313,965
-4,275
56
$6.84M 0.51%
61,980
+66
57
$6.81M 0.51%
58,167
-3,250
58
$6.77M 0.51%
81,664
-700
59
$6.76M 0.51%
20,097
-678
60
$6.68M 0.5%
17,396
+194
61
$6.57M 0.49%
94,330
+8,800
62
$6.53M 0.49%
188,716
+25,055
63
$6.42M 0.48%
164,815
+1,688
64
$6.11M 0.46%
110,170
-700
65
$5.96M 0.45%
115,271
-2,048
66
$5.88M 0.44%
74,689
+8,062
67
$5.88M 0.44%
37,485
-1,100
68
$5.87M 0.44%
29,472
-175
69
$5.87M 0.44%
78,069
-5,551
70
$5.87M 0.44%
35,507
71
$5.72M 0.43%
113,890
+500
72
$5.42M 0.41%
105,860
-2,390
73
$5.38M 0.4%
247,349
+8,005
74
$5.33M 0.4%
12,390
+78
75
$5.23M 0.39%
62,085
-11,959
1 2
3
4 5