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
$789M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.47M
3
+$1.43M
4
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$1.38M
5
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$1.31M

Top Sells

1
+$21.7M
2
+$1.25M
3
+$982K
4
CVX icon
Chevron
CVX
+$892K
5
GILD icon
Gilead Sciences
GILD
+$766K

Sector Composition

1 Financials 10.77%
2 Healthcare 7.86%
3 Technology 7.64%
4 Industrials 7.59%
5 Consumer Staples 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.2M 0.15%
+47,000
152
$1.2M 0.15%
9,850
-1,650
153
$1.19M 0.15%
21,925
154
$1.18M 0.15%
8,900
155
$1.17M 0.15%
21,021
-450
156
$1.15M 0.15%
22,911
+351
157
$1.13M 0.14%
16,766
-60
158
$1.11M 0.14%
22,035
+1,400
159
$1.09M 0.14%
+43,000
160
$1.09M 0.14%
18,100
161
$1.07M 0.14%
19,070
+1,730
162
$1.05M 0.13%
10,317
-29
163
$1.05M 0.13%
19,036
-100
164
$1.02M 0.13%
14,725
165
$1.02M 0.13%
3,210
166
$1.01M 0.13%
3,950
+200
167
$982K 0.12%
+39,000
168
$981K 0.12%
12,978
169
$967K 0.12%
18,086
-3,096
170
$942K 0.12%
56,998
-6,886
171
$940K 0.12%
8,756
172
$938K 0.12%
1,910
-1,100
173
$936K 0.12%
19,190
174
$935K 0.12%
4,500
175
$912K 0.12%
7,378
5 6
7
8 9