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
$600M
AUM Growth
+$7.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$996K
3
+$941K
4
WDC icon
Western Digital
WDC
+$617K
5
PRU icon
Prudential Financial
PRU
+$567K

Top Sells

1
+$883K
2
+$823K
3
+$618K
4
PKX icon
POSCO
PKX
+$526K
5
MO icon
Altria Group
MO
+$517K

Sector Composition

1 Energy 11.07%
2 Financials 10.75%
3 Healthcare 8.3%
4 Industrials 8.29%
5 Technology 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.39M 0.23%
27,716
+2,000
127
$1.38M 0.23%
97,800
128
$1.38M 0.23%
18,862
+500
129
$1.38M 0.23%
29,394
130
$1.37M 0.23%
24,411
131
$1.36M 0.23%
15,505
+1,630
132
$1.36M 0.23%
10,401
+37
133
$1.36M 0.23%
86,328
-15,554
134
$1.34M 0.22%
26,500
135
$1.33M 0.22%
81,250
+5,375
136
$1.31M 0.22%
32,893
+427
137
$1.31M 0.22%
14,826
-1,049
138
$1.28M 0.21%
9,627
139
$1.26M 0.21%
32,790
+1,200
140
$1.24M 0.21%
30,258
+1,450
141
$1.22M 0.2%
26,300
142
$1.21M 0.2%
15,173
+81
143
$1.2M 0.2%
4,000
+100
144
$1.18M 0.2%
22,216
+5,000
145
$1.17M 0.19%
12,478
+658
146
$1.16M 0.19%
40,829
147
$1.15M 0.19%
11,023
148
$1.14M 0.19%
13,628
+480
149
$1.12M 0.19%
6,810
150
$1.11M 0.19%
21,677
4 5
6
7 8