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
$4B
AUM Growth
-$530M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$2.68M
3
+$2.43M
4
ALGN icon
Align Technology
ALGN
+$2.18M
5
IT icon
Gartner
IT
+$2.15M

Top Sells

1
+$23.6M
2
+$16.1M
3
+$14.5M
4
AMZN icon
Amazon
AMZN
+$11.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$11.3M

Sector Composition

1 Financials 16.52%
2 Technology 15.66%
3 Healthcare 14.68%
4 Industrials 10.09%
5 Communication Services 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.38M 0.11%
309,720
-51,900
227
$4.34M 0.11%
75,263
-12,257
228
$4.33M 0.11%
234,712
-38,572
229
$4.18M 0.1%
97,128
-15,285
230
$4.17M 0.1%
+62,848
231
$4.13M 0.1%
29,371
-4,513
232
$4.13M 0.1%
42,983
-6,377
233
$4.11M 0.1%
32,633
-6,484
234
$4.09M 0.1%
25,571
-4,029
235
$4.09M 0.1%
175,218
-29,970
236
$4.07M 0.1%
54,103
-9,476
237
$4.03M 0.1%
41,435
-6,323
238
$4.01M 0.1%
24,736
-3,822
239
$3.94M 0.1%
210,451
-27,700
240
$3.89M 0.1%
31,955
-4,907
241
$3.85M 0.1%
154,808
-23,866
242
$3.82M 0.1%
262,095
-43,155
243
$3.75M 0.09%
37,237
-6,254
244
$3.75M 0.09%
56,447
-8,718
245
$3.74M 0.09%
144,051
-22,604
246
$3.73M 0.09%
29,271
-4,939
247
$3.72M 0.09%
60,591
-9,490
248
$3.71M 0.09%
70,533
-12,497
249
$3.71M 0.09%
44,687
-7,394
250
$3.69M 0.09%
60,842
-9,527
8 9
10
11 12