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
$3.9B
AUM Growth
-$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$8.44M
3
+$7.9M
4
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$4.84M
5
META icon
Meta Platforms (Facebook)
META
+$4.6M

Top Sells

1
+$11.2M
2
+$10.4M
3
+$7.96M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.11M
5
CMCSA icon
Comcast
CMCSA
+$4.13M

Sector Composition

1 Financials 15.65%
2 Healthcare 15.39%
3 Technology 14.5%
4 Industrials 9.76%
5 Consumer Staples 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.64M 0.04%
77,732
+2,621
427
$1.63M 0.04%
25,921
+1,071
428
$1.63M 0.04%
70,799
+1,903
429
$1.63M 0.04%
25,438
+852
430
$1.62M 0.04%
32,094
+1,055
431
$1.62M 0.04%
13,720
+304
432
$1.62M 0.04%
22,927
-336
433
$1.58M 0.04%
40,111
+1,122
434
$1.58M 0.04%
30,876
+889
435
$1.57M 0.04%
86,494
+8,293
436
$1.57M 0.04%
16,338
+542
437
$1.56M 0.04%
54,611
-3,760
438
$1.55M 0.04%
48,016
+1,672
439
$1.55M 0.04%
34,326
+1,152
440
$1.53M 0.04%
156,750
+5,250
441
$1.51M 0.04%
26,711
-1,285
442
$1.5M 0.04%
21,082
-4,782
443
$1.45M 0.04%
81,438
+2,562
444
$1.44M 0.04%
59,187
+1,224
445
$1.44M 0.04%
27,585
+1,949
446
$1.42M 0.04%
53,996
+1,799
447
$1.41M 0.04%
33,273
+545
448
$1.41M 0.04%
58,186
+2,062
449
$1.39M 0.04%
73,698
+850
450
$1.38M 0.04%
15,424
+336
16 17
18
19 20