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
$1.23B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M

Top Sells

1
+$2.69M
2
+$912K
3
+$752K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$261K
5
MRK icon
Merck
MRK
+$169K

Sector Composition

1 Technology 11.53%
2 Financials 10.36%
3 Industrials 7.3%
4 Healthcare 6.97%
5 Consumer Discretionary 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.47M 0.2%
19,130
127
$2.45M 0.2%
47,083
128
$2.45M 0.2%
11,416
129
$2.43M 0.2%
17,149
130
$2.37M 0.19%
31,197
131
$2.36M 0.19%
9,711
132
$2.31M 0.19%
8,550
133
$2.3M 0.19%
8,564
134
$2.29M 0.19%
12,617
135
$2.19M 0.18%
34,450
136
$2.11M 0.17%
131,886
137
$2.04M 0.17%
33,310
138
$1.99M 0.16%
27,553
139
$1.96M 0.16%
20,895
140
$1.93M 0.16%
9,653
141
$1.91M 0.16%
87,815
142
$1.89M 0.15%
85,175
143
$1.85M 0.15%
3,881
144
$1.85M 0.15%
11,504
145
$1.85M 0.15%
8,375
146
$1.83M 0.15%
18,855
147
$1.79M 0.15%
6,331
148
$1.76M 0.14%
11,475
149
$1.76M 0.14%
57,263
150
$1.74M 0.14%
48,867
4 5
6
7 8