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
$1.33B
AUM Growth
+$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$2.97M
3
+$2.45M
4
IBMN icon
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$2.02M
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$1.75M

Top Sells

1
+$9.64M
2
+$7.52M
3
+$3.12M
4
BN icon
Brookfield
BN
+$2.64M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.34M

Sector Composition

1 Technology 9.26%
2 Financials 9.18%
3 Healthcare 7.07%
4 Industrials 6.15%
5 Consumer Staples 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.66M 0.27%
33,813
+7,039
102
$3.59M 0.27%
11,234
-2,403
103
$3.56M 0.27%
238,659
-14,037
104
$3.46M 0.26%
72,585
-1,257
105
$3.4M 0.25%
13,682
-75
106
$3.37M 0.25%
15,202
+11
107
$3.37M 0.25%
35,905
+21
108
$3.35M 0.25%
88,417
109
$3.31M 0.25%
13,013
-144
110
$3.3M 0.25%
20,778
+2,168
111
$3.26M 0.24%
57,200
112
$3.23M 0.24%
32,900
-400
113
$3.13M 0.23%
11,913
-250
114
$3.08M 0.23%
17,114
-1,622
115
$3.04M 0.23%
34,397
-963
116
$2.98M 0.22%
147,364
-74
117
$2.93M 0.22%
28,574
-2,000
118
$2.92M 0.22%
49,710
+4,970
119
$2.92M 0.22%
29,171
+16,633
120
$2.9M 0.22%
141,501
+3,633
121
$2.89M 0.22%
130,900
-28,339
122
$2.87M 0.22%
13,468
-327
123
$2.85M 0.21%
18,989
-200
124
$2.81M 0.21%
56,351
+24,970
125
$2.8M 0.21%
33,343
-152
3 4
5
6 7