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
$592M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$4.32M
3
+$1.67M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.61M
5
LMT icon
Lockheed Martin
LMT
+$1.2M

Top Sells

1
+$8.15M
2
+$3.31M
3
+$2.03M
4
DUK icon
Duke Energy
DUK
+$966K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$745K

Sector Composition

1 Energy 11.2%
2 Financials 10.82%
3 Industrials 8.29%
4 Healthcare 7.87%
5 Technology 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.39M 0.4%
25,009
77
$2.34M 0.39%
39,341
+262
78
$2.34M 0.39%
25,726
79
$2.32M 0.39%
30,084
+2,108
80
$2.3M 0.39%
55,889
-18,103
81
$2.3M 0.39%
22,976
-500
82
$2.28M 0.39%
97,461
83
$2.27M 0.38%
64,460
+1
84
$2.22M 0.38%
40,736
-800
85
$2.19M 0.37%
99,608
+2,920
86
$2.14M 0.36%
82,488
87
$2.07M 0.35%
79,898
+26,675
88
$2.05M 0.35%
27,500
89
$2.04M 0.34%
11,058
+528
90
$1.98M 0.33%
18,354
-512
91
$1.96M 0.33%
31,765
-8,506
92
$1.94M 0.33%
16,557
+239
93
$1.94M 0.33%
213,145
-9,611
94
$1.93M 0.33%
81,404
95
$1.9M 0.32%
18,712
+472
96
$1.89M 0.32%
64,968
+951
97
$1.86M 0.31%
34,554
98
$1.85M 0.31%
24,595
+95
99
$1.85M 0.31%
66,127
+883
100
$1.83M 0.31%
185,593
-300
2 3
4
5 6