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
$779M
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.52M
3
+$2.79M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.97M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.8M

Top Sells

1
+$4.36M
2
+$3.38M
3
+$2.5M
4
DLTR icon
Dollar Tree
DLTR
+$1.86M
5
BUD icon
AB InBev
BUD
+$1.82M

Sector Composition

1 Financials 10.38%
2 Healthcare 7.62%
3 Technology 7.58%
4 Industrials 7.44%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.25M 0.29%
61,768
-12,372
102
$2.16M 0.28%
17,773
+5,665
103
$2.15M 0.28%
282,228
-5,226
104
$2.13M 0.27%
13,593
105
$1.99M 0.26%
24,789
+100
106
$1.95M 0.25%
11,727
+1,612
107
$1.94M 0.25%
71,990
108
$1.91M 0.25%
22,778
-915
109
$1.88M 0.24%
39,367
+4,515
110
$1.87M 0.24%
16,744
-381
111
$1.87M 0.24%
11,371
+4,514
112
$1.84M 0.24%
16,325
+225
113
$1.8M 0.23%
15,033
-1,200
114
$1.78M 0.23%
113,024
+22,132
115
$1.77M 0.23%
69,804
116
$1.74M 0.22%
21,959
-11,050
117
$1.74M 0.22%
23,330
+200
118
$1.73M 0.22%
20,784
-214
119
$1.7M 0.22%
17,010
+2,200
120
$1.69M 0.22%
82,450
121
$1.64M 0.21%
32,962
-350
122
$1.63M 0.21%
36,717
+1,300
123
$1.58M 0.2%
11,660
+200
124
$1.57M 0.2%
11,071
+3,500
125
$1.57M 0.2%
11,407
3 4
5
6 7