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
$1.07B
AUM Growth
+$93.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$7.54M
3
+$6.33M
4
WPM icon
Wheaton Precious Metals
WPM
+$1.74M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$1.63M

Top Sells

1
+$3.81M
2
+$2.38M
3
+$1.39M
4
PXD
Pioneer Natural Resource Co.
PXD
+$963K
5
FM
iShares Frontier and Select EM ETF
FM
+$815K

Sector Composition

1 Financials 11.02%
2 Technology 9.02%
3 Industrials 7.43%
4 Healthcare 6.83%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.99M 0.19%
21,401
+469
127
$1.96M 0.18%
22,191
+243
128
$1.92M 0.18%
61,589
129
$1.83M 0.17%
19,130
130
$1.82M 0.17%
60,320
-1,450
131
$1.81M 0.17%
33,735
+215
132
$1.8M 0.17%
10,891
133
$1.8M 0.17%
45,323
-1,968
134
$1.79M 0.17%
12,172
-509
135
$1.79M 0.17%
79,977
+1,002
136
$1.77M 0.17%
12,018
-609
137
$1.72M 0.16%
17,493
-2,645
138
$1.61M 0.15%
12,964
-14
139
$1.6M 0.15%
41,424
140
$1.59M 0.15%
8,186
141
$1.53M 0.14%
17,934
+798
142
$1.49M 0.14%
3,950
143
$1.47M 0.14%
64,856
+18,971
144
$1.45M 0.14%
26,804
145
$1.44M 0.13%
7,267
146
$1.44M 0.13%
6,081
+99
147
$1.43M 0.13%
7,386
-2,050
148
$1.42M 0.13%
13,913
+5,261
149
$1.41M 0.13%
6,632
-31
150
$1.41M 0.13%
14,373
+2,323
4 5
6
7 8