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
$633M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$1.48M
3
+$1.05M
4
UNP icon
Union Pacific
UNP
+$997K
5
SO icon
Southern Company
SO
+$710K

Top Sells

1
+$2.66M
2
+$1.52M
3
+$1.45M
4
WFM
Whole Foods Market Inc
WFM
+$1.34M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.27M

Sector Composition

1 Energy 12.33%
2 Financials 10.52%
3 Industrials 8.57%
4 Healthcare 8.47%
5 Technology 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.99M 0.31%
31,765
102
$1.97M 0.31%
19,742
+10,000
103
$1.94M 0.31%
44,979
-2,625
104
$1.94M 0.31%
9,830
+1
105
$1.93M 0.31%
83,404
106
$1.9M 0.3%
37,328
+5,000
107
$1.82M 0.29%
40,620
+3,200
108
$1.81M 0.29%
17,997
109
$1.79M 0.28%
19,605
+4,100
110
$1.76M 0.28%
22,286
+1,700
111
$1.75M 0.28%
20,100
+1,900
112
$1.73M 0.27%
17,077
-1,635
113
$1.71M 0.27%
54,171
+33,336
114
$1.7M 0.27%
39,345
115
$1.68M 0.27%
17,728
+2,000
116
$1.67M 0.26%
31,975
-5,730
117
$1.67M 0.26%
26,785
-632
118
$1.66M 0.26%
23,175
119
$1.61M 0.25%
64,860
+250
120
$1.61M 0.25%
29,416
+1,700
121
$1.6M 0.25%
21,251
+1,045
122
$1.59M 0.25%
21,450
123
$1.56M 0.25%
31,216
+9,000
124
$1.56M 0.25%
24,966
125
$1.55M 0.25%
18,862
3 4
5
6 7