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
151
$1.96M 0.15%
19,650
+1,400
152
$1.95M 0.15%
6,307
153
$1.94M 0.15%
7,864
154
$1.94M 0.15%
38,447
+3,231
155
$1.87M 0.14%
20,475
-1,100
156
$1.86M 0.14%
77,047
157
$1.85M 0.14%
36,894
-3,991
158
$1.83M 0.14%
22,352
-14
159
$1.82M 0.14%
21,345
-150
160
$1.8M 0.13%
57,263
161
$1.79M 0.13%
144,420
+44,250
162
$1.77M 0.13%
4,847
+117
163
$1.75M 0.13%
+73,305
164
$1.74M 0.13%
6,541
-619
165
$1.73M 0.13%
12,258
-416
166
$1.72M 0.13%
71,293
167
$1.71M 0.13%
3,831
-44
168
$1.7M 0.13%
131,545
-13,180
169
$1.69M 0.13%
12,054
+2,569
170
$1.68M 0.13%
7,848
+5,956
171
$1.68M 0.13%
29,449
+5,350
172
$1.67M 0.13%
12,592
+652
173
$1.66M 0.12%
11,793
-100
174
$1.66M 0.12%
8,778
175
$1.65M 0.12%
7,981
-379
5 6
7
8 9