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
376
$2.44M 0.06%
47,655
+2,236
377
$2.43M 0.06%
46,723
+3,722
378
$2.42M 0.06%
80,126
+6,575
379
$2.41M 0.05%
68,598
+4,634
380
$2.41M 0.05%
66,141
+5,982
381
$2.41M 0.05%
76,466
+5,278
382
$2.41M 0.05%
66,024
+4,683
383
$2.4M 0.05%
19,364
+1,538
384
$2.39M 0.05%
43,034
+3,150
385
$2.39M 0.05%
99,096
+8,040
386
$2.36M 0.05%
30,350
+2,464
387
$2.36M 0.05%
25,165
+2,079
388
$2.36M 0.05%
122,204
+8,949
389
$2.35M 0.05%
36,012
+2,959
390
$2.32M 0.05%
85,829
+10,666
391
$2.3M 0.05%
44,806
+1,802
392
$2.3M 0.05%
58,667
+3,198
393
$2.29M 0.05%
47,719
+3,468
394
$2.29M 0.05%
205,405
+53,603
395
$2.26M 0.05%
26,417
+1,955
396
$2.25M 0.05%
15,871
+1,335
397
$2.25M 0.05%
97,909
+6,829
398
$2.25M 0.05%
203,450
+16,209
399
$2.25M 0.05%
23,086
+1,891
400
$2.25M 0.05%
18,947
+1,377
14 15
16
17 18