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
151
$1.23M 0.19%
23,911
-500
152
$1.23M 0.19%
15,173
153
$1.21M 0.19%
33,939
+4,744
154
$1.19M 0.19%
13,363
-265
155
$1.18M 0.19%
97,800
156
$1.17M 0.18%
21,677
157
$1.15M 0.18%
47,265
-750
158
$1.14M 0.18%
17,010
159
$1.13M 0.18%
4,000
160
$1.09M 0.17%
11,063
-1,415
161
$1.07M 0.17%
11,023
162
$1.07M 0.17%
17,230
+2,500
163
$1.06M 0.17%
26,045
+1,725
164
$1.03M 0.16%
13,685
+1,000
165
$1.02M 0.16%
40,941
166
$1.02M 0.16%
31,000
+2,000
167
$1M 0.16%
8,446
-2
168
$1M 0.16%
18,952
169
$1M 0.16%
20,336
-700
170
$978K 0.15%
29,198
171
$973K 0.15%
20,061
172
$971K 0.15%
16,631
-503
173
$958K 0.15%
17,361
+3,380
174
$952K 0.15%
31,997
-8,832
175
$925K 0.15%
10,800
-3,000
5 6
7
8 9