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
$661M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$927K
3
+$781K
4
GAS
AGL Resources Inc
GAS
+$690K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$668K

Top Sells

1
+$4.18M
2
+$2.12M
3
+$1.01M
4
CFN
CAREFUSION CORPORATION
CFN
+$996K
5
SLB icon
SLB Ltd
SLB
+$944K

Sector Composition

1 Healthcare 10.01%
2 Energy 9.38%
3 Financials 8.96%
4 Industrials 8.94%
5 Technology 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.63M 0.25%
16,817
127
$1.59M 0.24%
32,550
128
$1.57M 0.24%
17,786
+1,116
129
$1.55M 0.23%
14,799
+5,156
130
$1.55M 0.23%
16,830
+7,264
131
$1.52M 0.23%
9,328
132
$1.49M 0.22%
23,035
+1,939
133
$1.47M 0.22%
15,673
134
$1.47M 0.22%
7,810
135
$1.46M 0.22%
31,590
136
$1.45M 0.22%
20,230
137
$1.43M 0.22%
8,623
138
$1.42M 0.22%
11,433
139
$1.4M 0.21%
28,300
140
$1.39M 0.21%
16,450
-500
141
$1.35M 0.2%
14,088
142
$1.33M 0.2%
26,000
143
$1.33M 0.2%
8,850
144
$1.32M 0.2%
10,901
145
$1.29M 0.19%
25,962
+1,084
146
$1.28M 0.19%
29,746
+2,650
147
$1.27M 0.19%
31,309
+500
148
$1.2M 0.18%
25,734
+2,401
149
$1.2M 0.18%
24,222
+13,900
150
$1.2M 0.18%
28,862
4 5
6
7 8