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
151
$1.72M 0.14%
6,040
152
$1.72M 0.14%
28,750
153
$1.69M 0.14%
76,632
154
$1.67M 0.14%
31,275
155
$1.67M 0.14%
5,639
156
$1.65M 0.13%
76,255
157
$1.64M 0.13%
3,950
158
$1.63M 0.13%
26,459
159
$1.59M 0.13%
10,049
160
$1.58M 0.13%
15,605
161
$1.56M 0.13%
20,591
162
$1.55M 0.13%
7,042
163
$1.55M 0.13%
70,975
164
$1.54M 0.13%
30,085
165
$1.48M 0.12%
5,266
166
$1.45M 0.12%
6,615
167
$1.44M 0.12%
20,583
168
$1.44M 0.12%
9,401
169
$1.43M 0.12%
15,614
170
$1.41M 0.11%
4,142
171
$1.39M 0.11%
4,800
172
$1.38M 0.11%
11,130
173
$1.38M 0.11%
3,000
174
$1.36M 0.11%
29,840
175
$1.34M 0.11%
13,935
-27,870
5 6
7
8 9