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
176
$889K 0.11%
12,056
177
$888K 0.11%
35,193
+600
178
$879K 0.11%
16,800
179
$877K 0.11%
7,891
180
$868K 0.11%
89,082
+25,200
181
$867K 0.11%
8,346
-2,800
182
$857K 0.11%
24,464
183
$851K 0.11%
10,885
+1,335
184
$839K 0.11%
12,417
185
$820K 0.1%
22,500
186
$818K 0.1%
13,504
187
$803K 0.1%
4,800
188
$799K 0.1%
5,588
189
$797K 0.1%
12,101
-254
190
$795K 0.1%
36,469
191
$793K 0.1%
8,452
192
$792K 0.1%
10,100
193
$786K 0.1%
33,000
194
$779K 0.1%
3,500
195
$774K 0.1%
14,362
-120
196
$764K 0.1%
37,294
197
$755K 0.1%
7,600
198
$755K 0.1%
12,918
199
$747K 0.09%
13,687
200
$746K 0.09%
4,514
-2,692
6 7
8
9 10