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
$1.23B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M

Top Sells

1
+$2.69M
2
+$912K
3
+$752K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$261K
5
MRK icon
Merck
MRK
+$169K

Sector Composition

1 Technology 11.53%
2 Financials 10.36%
3 Industrials 7.3%
4 Healthcare 6.97%
5 Consumer Discretionary 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.81M 0.39%
182,277
77
$4.72M 0.38%
73,689
78
$4.65M 0.38%
45,588
79
$4.64M 0.38%
38,756
80
$4.6M 0.37%
78,867
81
$4.58M 0.37%
41,012
82
$4.54M 0.37%
12,087
83
$4.5M 0.37%
83,150
84
$4.5M 0.37%
12,546
85
$4.46M 0.36%
46,254
86
$4.33M 0.35%
23,601
87
$4.32M 0.35%
81,314
88
$4.29M 0.35%
47,582
89
$4.14M 0.34%
16,105
90
$4.07M 0.33%
88,397
91
$4.06M 0.33%
39,340
92
$4.05M 0.33%
11,369
93
$3.96M 0.32%
158,984
94
$3.9M 0.32%
8,534
95
$3.9M 0.32%
67,038
96
$3.87M 0.32%
35,644
97
$3.85M 0.31%
106,239
98
$3.79M 0.31%
13,323
99
$3.73M 0.3%
231,120
100
$3.69M 0.3%
19,472
2 3
4
5 6