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
76
$5.86M 0.32%
13,286
+217
77
$5.85M 0.32%
260,907
+1,002
78
$5.71M 0.32%
69,964
-646
79
$5.65M 0.31%
50,275
-70
80
$5.59M 0.31%
38,218
-1,364
81
$5.52M 0.3%
32,343
+3,852
82
$5.47M 0.3%
10,190
83
$5.47M 0.3%
95,842
+2,003
84
$5.44M 0.3%
6,006
+291
85
$5.35M 0.3%
53,136
-429
86
$5.29M 0.29%
59,131
+1,931
87
$5.22M 0.29%
22,710
+449
88
$4.97M 0.27%
196,181
+205
89
$4.91M 0.27%
49,317
+10,718
90
$4.67M 0.26%
43,819
-1,325
91
$4.67M 0.26%
42,422
-151
92
$4.66M 0.26%
194,398
-683
93
$4.54M 0.25%
34,948
-33
94
$4.41M 0.24%
22,413
+375
95
$4.39M 0.24%
68,532
-849
96
$4.36M 0.24%
19,755
-150
97
$4.29M 0.24%
211,378
-24,108
98
$4.24M 0.23%
11,309
-121
99
$4.22M 0.23%
8,377
+1,930
100
$4.16M 0.23%
11,424
+1,374
2 3
4
5 6