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
$1.81B
AUM Growth
+$78.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.71M
3
+$2.66M
4
MBB icon
iShares MBS ETF
MBB
+$2.61M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.98M

Top Sells

1
+$11.1M
2
+$1.67M
3
+$1.45M
4
CL icon
Colgate-Palmolive
CL
+$1.3M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.27M

Sector Composition

1 Technology 15.79%
2 Financials 8.21%
3 Healthcare 5.13%
4 Industrials 4.94%
5 Consumer Discretionary 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.07M 0.11%
9,168
+1,507
177
$2.06M 0.11%
26,411
+46
178
$2.05M 0.11%
17,311
+261
179
$2M 0.11%
39,222
+2,574
180
$1.97M 0.11%
27,310
-30
181
$1.95M 0.11%
33,412
+24,252
182
$1.95M 0.11%
3,846
+54
183
$1.91M 0.11%
90,562
-14,380
184
$1.89M 0.1%
65,089
-773
185
$1.88M 0.1%
9,520
-375
186
$1.84M 0.1%
10,500
187
$1.82M 0.1%
4,154
+32
188
$1.82M 0.1%
8,113
-250
189
$1.82M 0.1%
2,138
+88
190
$1.81M 0.1%
17,000
191
$1.81M 0.1%
9,844
+27
192
$1.8M 0.1%
93,907
+865
193
$1.8M 0.1%
9,122
-2,855
194
$1.79M 0.1%
81,824
+11,976
195
$1.77M 0.1%
13,215
-540
196
$1.76M 0.1%
38,995
-8,369
197
$1.76M 0.1%
66,196
-1,757
198
$1.72M 0.1%
61,544
-2,228
199
$1.7M 0.09%
33,364
+5,360
200
$1.69M 0.09%
5,392
-205
6 7
8
9 10