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
101
$1.85M 0.31%
9,829
+550
102
$1.84M 0.31%
24,966
-208
103
$1.82M 0.3%
31,765
104
$1.82M 0.3%
25,625
+1,030
105
$1.78M 0.3%
83,404
+2,000
106
$1.78M 0.3%
103,340
+18,655
107
$1.75M 0.29%
27,417
+369
108
$1.69M 0.28%
39,345
109
$1.69M 0.28%
17,286
+57
110
$1.64M 0.27%
32,328
+1,000
111
$1.62M 0.27%
20,586
+1,864
112
$1.58M 0.26%
28,254
113
$1.57M 0.26%
37,420
+1,200
114
$1.54M 0.26%
23,175
115
$1.51M 0.25%
18,200
-100
116
$1.49M 0.25%
17,997
+500
117
$1.49M 0.25%
22,987
118
$1.46M 0.24%
31,027
+100
119
$1.45M 0.24%
64,610
+70
120
$1.44M 0.24%
20,206
+600
121
$1.44M 0.24%
31,000
122
$1.43M 0.24%
17,617
123
$1.42M 0.24%
21,450
-471
124
$1.42M 0.24%
15,728
+3,080
125
$1.41M 0.23%
13,147
+200
3 4
5
6 7