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
$1.33B
AUM Growth
+$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$2.97M
3
+$2.45M
4
IBMN icon
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$2.02M
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$1.75M

Top Sells

1
+$9.64M
2
+$7.52M
3
+$3.12M
4
BN icon
Brookfield
BN
+$2.64M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.34M

Sector Composition

1 Technology 9.26%
2 Financials 9.18%
3 Healthcare 7.07%
4 Industrials 6.15%
5 Consumer Staples 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.8M 0.21%
113,164
+99,006
127
$2.77M 0.21%
11,564
-445
128
$2.75M 0.21%
23,651
-241
129
$2.72M 0.2%
152,910
+25,845
130
$2.57M 0.19%
67,575
-175
131
$2.53M 0.19%
64,324
-5,882
132
$2.52M 0.19%
22,916
-246
133
$2.38M 0.18%
108,116
+19,939
134
$2.33M 0.17%
165,000
+50,000
135
$2.32M 0.17%
10,037
136
$2.3M 0.17%
13,692
-300
137
$2.29M 0.17%
8,599
-492
138
$2.29M 0.17%
100,712
-27,597
139
$2.27M 0.17%
19,800
140
$2.25M 0.17%
36,546
-580
141
$2.2M 0.17%
86,000
142
$2.13M 0.16%
22,920
+3,450
143
$2.12M 0.16%
8,999
144
$2.1M 0.16%
12,034
+80
145
$2.08M 0.16%
22,441
+255
146
$2.07M 0.16%
28,776
-104
147
$2.06M 0.15%
21,233
+10,187
148
$2M 0.15%
46,385
-6,979
149
$2M 0.15%
20,827
-24,439
150
$1.97M 0.15%
22,871
+808
4 5
6
7 8