EIM

ExxonMobil Investment Management Portfolio holdings

AUM $3.47B
1-Year Est. Return 15.38%
This Quarter Est. Return
1 Year Est. Return
+15.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.31B
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$4.65M
3
+$3.41M
4
META icon
Meta Platforms (Facebook)
META
+$3.19M
5
URI icon
United Rentals
URI
+$2.61M

Top Sells

1
+$6.73M
2
+$6.06M
3
+$4.47M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.06M
5
ORCL icon
Oracle
ORCL
+$2.93M

Sector Composition

1 Financials 15.33%
2 Technology 15.04%
3 Healthcare 14.55%
4 Industrials 9.93%
5 Energy 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.5M 0.1%
73,423
+3,117
227
$4.47M 0.1%
63,160
-2,418
228
$4.46M 0.1%
123,449
-4,551
229
$4.46M 0.1%
79,838
-3,056
230
$4.46M 0.1%
61,104
-3,549
231
$4.46M 0.1%
151,018
-7,312
232
$4.43M 0.1%
110,366
-1,209
233
$4.43M 0.1%
74,380
-751
234
$4.34M 0.1%
37,516
-1,421
235
$4.3M 0.1%
45,543
-2,303
236
$4.28M 0.1%
58,456
-2,156
237
$4.24M 0.1%
78,130
-2,895
238
$4.24M 0.1%
61,544
-4,209
239
$4.2M 0.1%
69,762
-2,551
240
$4.19M 0.1%
106,025
-4,058
241
$4.17M 0.1%
91,658
-3,428
242
$4.16M 0.1%
36,461
-1,432
243
$4.16M 0.1%
42,634
-1,344
244
$4.13M 0.1%
129,457
-19,447
245
$4.12M 0.1%
55,128
-9,151
246
$4.09M 0.1%
204,423
-11,967
247
$4.09M 0.09%
109,729
-4,683
248
$4.07M 0.09%
7,988
-465
249
$4.07M 0.09%
79,290
-8,649
250
$4.07M 0.09%
71,769
-2,750
8 9
10
11 12