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
176
$1.64M 0.12%
19,615
-678
177
$1.64M 0.12%
3,197
178
$1.63M 0.12%
16,852
+4,896
179
$1.62M 0.12%
61,356
-13,919
180
$1.61M 0.12%
27,931
-3,125
181
$1.6M 0.12%
18,777
-3,109
182
$1.59M 0.12%
6,000
183
$1.57M 0.12%
32,390
184
$1.55M 0.12%
25,320
185
$1.55M 0.12%
33,262
+23,043
186
$1.51M 0.11%
11,225
187
$1.48M 0.11%
17,262
+4,706
188
$1.48M 0.11%
47,685
-923
189
$1.44M 0.11%
32,389
+1,791
190
$1.44M 0.11%
15,447
-150
191
$1.39M 0.1%
10,500
192
$1.38M 0.1%
16,682
-175
193
$1.37M 0.1%
20,265
-494
194
$1.36M 0.1%
13,937
195
$1.34M 0.1%
28,250
-2,700
196
$1.34M 0.1%
66,445
+9,930
197
$1.33M 0.1%
+13,344
198
$1.33M 0.1%
10,382
199
$1.32M 0.1%
25,950
200
$1.31M 0.1%
19,190
+50
6 7
8
9 10