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
$629M
AUM Growth
-$3.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.36M
3
+$909K
4
UNP icon
Union Pacific
UNP
+$802K
5
MAA icon
Mid-America Apartment Communities
MAA
+$744K

Top Sells

1
+$1.76M
2
+$1.73M
3
+$1.6M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.25M
5
BAC icon
Bank of America
BAC
+$937K

Sector Composition

1 Energy 11.72%
2 Financials 10.29%
3 Healthcare 9.06%
4 Industrials 8.74%
5 Technology 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.97M 0.31%
16,618
102
$1.96M 0.31%
34,795
+850
103
$1.93M 0.31%
19,077
+2,000
104
$1.9M 0.3%
81,404
-2,000
105
$1.9M 0.3%
37,328
106
$1.86M 0.3%
44,650
-329
107
$1.85M 0.29%
24,755
+2,469
108
$1.82M 0.29%
26,760
-25
109
$1.82M 0.29%
9,228
-1,330
110
$1.8M 0.29%
49,663
+11,090
111
$1.79M 0.28%
31,765
112
$1.74M 0.28%
41,490
+2,145
113
$1.69M 0.27%
17,997
114
$1.69M 0.27%
108,720
+19,318
115
$1.64M 0.26%
30,416
+1,000
116
$1.63M 0.26%
64,860
117
$1.6M 0.25%
21,251
118
$1.55M 0.25%
9,623
119
$1.55M 0.25%
17,728
120
$1.5M 0.24%
28,403
+2,500
121
$1.5M 0.24%
16,425
+5,625
122
$1.48M 0.24%
31,027
123
$1.47M 0.23%
31,975
124
$1.47M 0.23%
31,722
+1,714
125
$1.44M 0.23%
4,000
3 4
5
6 7