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
$1.81B
AUM Growth
+$78.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.71M
3
+$2.66M
4
MBB icon
iShares MBS ETF
MBB
+$2.61M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.98M

Top Sells

1
+$11.1M
2
+$1.67M
3
+$1.45M
4
CL icon
Colgate-Palmolive
CL
+$1.3M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.27M

Sector Composition

1 Technology 15.79%
2 Financials 8.21%
3 Healthcare 5.13%
4 Industrials 4.94%
5 Consumer Discretionary 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.21M 0.51%
36,131
+373
52
$8.82M 0.49%
15,869
-74
53
$8.72M 0.48%
107,326
-7,206
54
$8.67M 0.48%
77,006
+1,012
55
$8.38M 0.46%
50,843
-956
56
$8.36M 0.46%
93,633
+1,113
57
$8.34M 0.46%
189,871
+3,297
58
$8.15M 0.45%
57,715
+3,100
59
$8.14M 0.45%
84,226
-1,237
60
$8.1M 0.45%
305,676
-725
61
$8M 0.44%
64,225
+6,646
62
$7.86M 0.43%
36,788
-2,607
63
$7.72M 0.43%
76,681
+10,512
64
$7.72M 0.43%
16,092
+1,195
65
$7.45M 0.41%
170,255
+1,224
66
$7.41M 0.41%
297,880
+229
67
$7.22M 0.4%
93,474
+4,949
68
$7.08M 0.39%
33,177
+53
69
$6.82M 0.38%
59,245
-6,204
70
$6.44M 0.36%
101,869
71
$6.24M 0.34%
34,251
+1,350
72
$5.98M 0.33%
99,143
-6,791
73
$5.95M 0.33%
228,413
-15,500
74
$5.9M 0.33%
71,716
-20,322
75
$5.88M 0.32%
30,229
+532
1 2
3
4 5