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
$4.39B
AUM Growth
+$352M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$7.47M
3
+$6.52M
4
META icon
Meta Platforms (Facebook)
META
+$5.69M
5
JNJ icon
Johnson & Johnson
JNJ
+$5.59M

Top Sells

1
+$8.31M
2
+$7.27M
3
+$7.16M
4
CB
CHUBB CORPORATION
CB
+$6.75M
5
GMCR
KEURIG GREEN MTN INC
GMCR
+$2.34M

Sector Composition

1 Healthcare 14.98%
2 Technology 14.63%
3 Financials 14.47%
4 Communication Services 10.08%
5 Consumer Staples 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.7M 0.11%
65,392
+4,481
227
$4.68M 0.11%
128,321
+9,485
228
$4.67M 0.11%
106,607
+8,862
229
$4.65M 0.11%
100,355
+7,769
230
$4.65M 0.11%
44,877
+5,358
231
$4.64M 0.11%
88,109
+6,508
232
$4.62M 0.11%
76,854
+6,096
233
$4.61M 0.11%
156,747
+11,697
234
$4.56M 0.1%
35,645
+2,830
235
$4.5M 0.1%
77,228
+6,132
236
$4.5M 0.1%
24,607
+2,012
237
$4.5M 0.1%
92,106
+7,377
238
$4.47M 0.1%
75,482
+5,536
239
$4.45M 0.1%
96,581
+4,770
240
$4.44M 0.1%
60,426
+4,145
241
$4.44M 0.1%
122,955
+8,729
242
$4.43M 0.1%
4,977,600
+395,240
243
$4.34M 0.1%
39,472
+2,655
244
$4.34M 0.1%
300,000
+23,624
245
$4.3M 0.1%
44,758
+9,439
246
$4.3M 0.1%
38,736
+2,876
247
$4.26M 0.1%
67,222
+5,037
248
$4.23M 0.1%
132,415
+9,360
249
$4.22M 0.1%
78,215
+6,292
250
$4.22M 0.1%
141,796
+11,282
8 9
10
11 12