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
$661M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$927K
3
+$781K
4
GAS
AGL Resources Inc
GAS
+$690K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$668K

Top Sells

1
+$4.18M
2
+$2.12M
3
+$1.01M
4
CFN
CAREFUSION CORPORATION
CFN
+$996K
5
SLB icon
SLB Ltd
SLB
+$944K

Sector Composition

1 Healthcare 10.01%
2 Energy 9.38%
3 Financials 8.96%
4 Industrials 8.94%
5 Technology 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.58M 0.39%
12,400
+50
77
$2.55M 0.39%
47,153
+17,128
78
$2.54M 0.38%
20,844
79
$2.53M 0.38%
70,181
+430
80
$2.48M 0.37%
22,420
81
$2.47M 0.37%
41,924
+780
82
$2.44M 0.37%
87,077
-820
83
$2.41M 0.36%
101,086
84
$2.37M 0.36%
15,422
-1,256
85
$2.36M 0.36%
92,144
+2,733
86
$2.35M 0.35%
42,796
+11,004
87
$2.34M 0.35%
31,097
-148
88
$2.34M 0.35%
43,662
-15,349
89
$2.34M 0.35%
31,403
90
$2.33M 0.35%
24,089
+69
91
$2.3M 0.35%
81,572
92
$2.3M 0.35%
31,137
93
$2.29M 0.35%
16,626
94
$2.29M 0.35%
16,369
+1,331
95
$2.21M 0.33%
40,720
+500
96
$2.2M 0.33%
26,337
+1,861
97
$2.17M 0.33%
49,970
-1,830
98
$2.16M 0.33%
31,765
99
$2.09M 0.32%
17,550
+2,004
100
$2.06M 0.31%
77,959
-5,795
2 3
4
5 6