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
$600M
AUM Growth
+$7.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$996K
3
+$941K
4
WDC icon
Western Digital
WDC
+$617K
5
PRU icon
Prudential Financial
PRU
+$567K

Top Sells

1
+$883K
2
+$823K
3
+$618K
4
PKX icon
POSCO
PKX
+$526K
5
MO icon
Altria Group
MO
+$517K

Sector Composition

1 Energy 11.07%
2 Financials 10.75%
3 Healthcare 8.3%
4 Industrials 8.29%
5 Technology 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.47M 0.41%
30,194
-2,527
77
$2.41M 0.4%
57,430
-1,600
78
$2.39M 0.4%
69,260
+4,800
79
$2.39M 0.4%
100,837
-7,330
80
$2.37M 0.39%
39,671
+330
81
$2.34M 0.39%
42,546
+1,810
82
$2.31M 0.39%
34,412
+14,000
83
$2.29M 0.38%
97,461
84
$2.26M 0.38%
20,826
-2,150
85
$2.25M 0.38%
68,067
+320
86
$2.2M 0.37%
198,232
+12,639
87
$2.13M 0.36%
27,500
88
$2.11M 0.35%
21,527
+4,937
89
$2.08M 0.35%
80,645
+747
90
$2.07M 0.35%
18,133
-221
91
$2.07M 0.34%
11,058
92
$2.06M 0.34%
82,488
93
$1.99M 0.33%
65,389
+421
94
$1.98M 0.33%
71,266
+5,139
95
$1.94M 0.32%
202,497
-10,648
96
$1.93M 0.32%
47,604
-8,285
97
$1.9M 0.32%
18,712
98
$1.89M 0.31%
16,618
+61
99
$1.87M 0.31%
11,475
+1,200
100
$1.87M 0.31%
37,705
+3,151
2 3
4
5 6