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
$1.23B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M

Top Sells

1
+$2.69M
2
+$912K
3
+$752K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$261K
5
MRK icon
Merck
MRK
+$169K

Sector Composition

1 Technology 11.53%
2 Financials 10.36%
3 Industrials 7.3%
4 Healthcare 6.97%
5 Consumer Discretionary 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.68M 0.3%
60,653
102
$3.63M 0.3%
70,207
103
$3.6M 0.29%
17,421
104
$3.51M 0.29%
45,181
-2,169
105
$3.48M 0.28%
15,019
106
$3.47M 0.28%
15,585
107
$3.42M 0.28%
36,584
108
$3.31M 0.27%
59,230
109
$3.25M 0.27%
16,876
110
$3.2M 0.26%
13,506
111
$3.19M 0.26%
39,085
112
$3.14M 0.26%
12,301
113
$2.95M 0.24%
11,855
114
$2.89M 0.24%
10,472
115
$2.87M 0.23%
86,990
116
$2.87M 0.23%
126,556
117
$2.86M 0.23%
119,166
-834
118
$2.83M 0.23%
8,844
119
$2.79M 0.23%
21,061
120
$2.6M 0.21%
56,800
121
$2.59M 0.21%
11,733
122
$2.56M 0.21%
15,486
123
$2.54M 0.21%
111,240
124
$2.5M 0.2%
14,119
125
$2.49M 0.2%
19,517
3 4
5
6 7