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
$633M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$1.48M
3
+$1.05M
4
UNP icon
Union Pacific
UNP
+$997K
5
SO icon
Southern Company
SO
+$710K

Top Sells

1
+$2.66M
2
+$1.52M
3
+$1.45M
4
WFM
Whole Foods Market Inc
WFM
+$1.34M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.27M

Sector Composition

1 Energy 12.33%
2 Financials 10.52%
3 Industrials 8.57%
4 Healthcare 8.47%
5 Technology 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.51M 0.24%
13,597
+450
127
$1.48M 0.23%
89,750
+8,500
128
$1.48M 0.23%
+38,307
129
$1.48M 0.23%
31,027
130
$1.47M 0.23%
89,402
+3,074
131
$1.47M 0.23%
23,183
+196
132
$1.47M 0.23%
16,817
-800
133
$1.46M 0.23%
9,623
-4
134
$1.45M 0.23%
38,573
+15,537
135
$1.45M 0.23%
10,901
+500
136
$1.44M 0.23%
93,735
-9,605
137
$1.37M 0.22%
29,394
138
$1.36M 0.22%
10,908
+1,900
139
$1.31M 0.21%
14,826
140
$1.31M 0.21%
7,810
+1,000
141
$1.31M 0.21%
16,112
+3,344
142
$1.3M 0.21%
31,724
-1,066
143
$1.29M 0.2%
19,362
+9,940
144
$1.29M 0.2%
32,886
-7
145
$1.26M 0.2%
26,000
-5,000
146
$1.25M 0.2%
18,312
-16,100
147
$1.25M 0.2%
30,008
-250
148
$1.25M 0.2%
1,454
+532
149
$1.24M 0.2%
25,903
+5,500
150
$1.23M 0.2%
26,300
4 5
6
7 8