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
401
$2.12M 0.05%
24,216
-897
402
$2.09M 0.05%
67,408
-2,359
403
$2.09M 0.05%
99,400
-3,831
404
$2.08M 0.05%
129,816
-7,298
405
$2.08M 0.05%
168,685
-7,495
406
$2.04M 0.05%
15,171
-394
407
$2.04M 0.05%
20,575
-997
408
$2.03M 0.05%
68,362
-2,598
409
$2.03M 0.05%
28,839
-1,322
410
$2M 0.05%
67,380
-1,184
411
$2M 0.05%
122,024
-4,668
412
$1.98M 0.05%
25,409
-1,863
413
$1.95M 0.05%
200,201
-10,403
414
$1.95M 0.05%
+15,086
415
$1.94M 0.05%
47,810
-2,406
416
$1.94M 0.04%
56,458
-2,135
417
$1.93M 0.04%
32,079
-1,200
418
$1.93M 0.04%
53,124
-2,304
419
$1.92M 0.04%
31,424
-1,479
420
$1.91M 0.04%
157,857
-6,657
421
$1.91M 0.04%
19,888
-794
422
$1.89M 0.04%
103,260
-4,527
423
$1.87M 0.04%
43,846
-1,678
424
$1.87M 0.04%
37,624
-1,440
425
$1.85M 0.04%
86,760
-3,329
15 16
17
18 19