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
201
$1M 0.08%
15,640
202
$983K 0.08%
1,592
203
$981K 0.08%
8,600
204
$971K 0.08%
1,700
205
$971K 0.08%
17,002
206
$967K 0.08%
17,629
207
$964K 0.08%
20,671
208
$960K 0.08%
9,988
209
$943K 0.08%
10,800
210
$943K 0.08%
12,152
211
$942K 0.08%
200
212
$938K 0.08%
7,306
213
$930K 0.08%
18,224
214
$929K 0.08%
9,795
215
$914K 0.07%
11,830
216
$910K 0.07%
23,050
217
$901K 0.07%
7,170
218
$900K 0.07%
5,436
219
$895K 0.07%
4,000
220
$893K 0.07%
11,496
221
$891K 0.07%
10,157
222
$874K 0.07%
8,112
223
$872K 0.07%
9,478
224
$831K 0.07%
6,502
225
$825K 0.07%
10,968
7 8
9
10 11