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
$789M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.47M
3
+$1.43M
4
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$1.38M
5
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$1.31M

Top Sells

1
+$21.7M
2
+$1.25M
3
+$982K
4
CVX icon
Chevron
CVX
+$892K
5
GILD icon
Gilead Sciences
GILD
+$766K

Sector Composition

1 Financials 10.77%
2 Healthcare 7.86%
3 Technology 7.64%
4 Industrials 7.59%
5 Consumer Staples 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.32M 0.29%
37,853
+400
102
$2.32M 0.29%
62,974
+1,206
103
$2.31M 0.29%
13,406
+2,035
104
$2.26M 0.29%
40,940
-280
105
$2.13M 0.27%
68,014
-161
106
$2.12M 0.27%
42,404
+3,037
107
$2.1M 0.27%
131,176
+18,152
108
$2.05M 0.26%
69,804
109
$1.94M 0.25%
70,971
-1,019
110
$1.93M 0.25%
16,744
111
$1.91M 0.24%
23,689
-1,100
112
$1.9M 0.24%
17,010
113
$1.89M 0.24%
14,573
-2,194
114
$1.86M 0.24%
15,325
-1,000
115
$1.85M 0.23%
22,278
-500
116
$1.84M 0.23%
13,090
+1,430
117
$1.84M 0.23%
14,883
-150
118
$1.84M 0.23%
23,330
119
$1.75M 0.22%
35,892
-825
120
$1.72M 0.22%
11,672
-55
121
$1.71M 0.22%
7,868
+52
122
$1.7M 0.22%
41,737
+8,163
123
$1.67M 0.21%
11,071
124
$1.67M 0.21%
18,265
125
$1.63M 0.21%
20,748
-36
3 4
5
6 7