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
251
$4.18M 0.1%
123,478
+10,395
252
$4.11M 0.09%
47,524
+3,738
253
$4.11M 0.09%
105,713
+7,587
254
$4.08M 0.09%
45,615
+3,276
255
$4.08M 0.09%
53,388
+4,249
256
$3.99M 0.09%
+33,642
257
$3.99M 0.09%
41,284
+2,732
258
$3.97M 0.09%
31,517
+2,582
259
$3.96M 0.09%
51,345
+4,077
260
$3.9M 0.09%
37,090
+3,530
261
$3.9M 0.09%
73,679
+5,434
262
$3.88M 0.09%
62,536
+4,024
263
$3.87M 0.09%
41,140
+2,114
264
$3.86M 0.09%
45,397
+1,211
265
$3.81M 0.09%
62,921
+5,185
266
$3.8M 0.09%
69,054
+5,698
267
$3.79M 0.09%
98,732
+8,239
268
$3.78M 0.09%
29,140
+2,316
269
$3.75M 0.09%
89,082
+7,765
270
$3.72M 0.08%
48,942
+3,959
271
$3.72M 0.08%
15,926
+1,125
272
$3.72M 0.08%
70,374
+5,692
273
$3.71M 0.08%
103,149
+8,328
274
$3.69M 0.08%
124,454
+10,004
275
$3.66M 0.08%
77,411
+5,772
9 10
11
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