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
201
$1.64M 0.09%
52,785
-2,436
202
$1.63M 0.09%
56,667
+6,196
203
$1.62M 0.09%
30,876
+271
204
$1.62M 0.09%
19,063
+802
205
$1.61M 0.09%
14,101
+5,342
206
$1.61M 0.09%
15,500
+10
207
$1.58M 0.09%
38,335
-765
208
$1.57M 0.09%
31,552
-1,772
209
$1.57M 0.09%
33,142
-517
210
$1.57M 0.09%
26,019
+1,244
211
$1.56M 0.09%
39,969
+21,479
212
$1.56M 0.09%
3,506
+492
213
$1.55M 0.09%
204
+12
214
$1.53M 0.08%
26,442
-65
215
$1.52M 0.08%
113,707
+19,000
216
$1.5M 0.08%
8,167
-83
217
$1.46M 0.08%
28,530
+255
218
$1.45M 0.08%
4,844
+2,247
219
$1.43M 0.08%
29,322
+5,088
220
$1.41M 0.08%
6,592
+1,580
221
$1.39M 0.08%
22,010
-400
222
$1.38M 0.08%
12,950
-1,000
223
$1.38M 0.08%
55,770
+18,695
224
$1.38M 0.08%
43,858
+1,658
225
$1.38M 0.08%
8,668
-500
7 8
9
10 11