EIM

ExxonMobil Investment Management Portfolio holdings

AUM $3.47B
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
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
+$4.76M
2
+$4.31M
3
+$3.42M
4
META icon
Meta Platforms (Facebook)
META
+$2.96M
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$2.71M

Top Sells

1
+$6.56M
2
+$6.06M
3
+$4.74M
4
ORCL icon
Oracle
ORCL
+$3.1M
5
WBD icon
Warner Bros
WBD
+$3.01M

Sector Composition

1 Financials 15.33%
2 Technology 14.96%
3 Healthcare 14.55%
4 Industrials 10.02%
5 Energy 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.59M 0.04%
39,418
-1,265
452
$1.59M 0.04%
37,982
-2,140
453
$1.59M 0.04%
18,854
-721
454
$1.59M 0.04%
44,765
-1,992
455
$1.58M 0.04%
34,742
-1,333
456
$1.55M 0.04%
28,115
-1,279
457
$1.55M 0.04%
29,735
-1,484
458
$1.52M 0.04%
67,464
-2,763
459
$1.52M 0.04%
27,572
-3,865
460
$1.51M 0.04%
42,639
-1,693
461
$1.5M 0.03%
29,277
-1,065
462
$1.48M 0.03%
27,055
-1,022
463
$1.46M 0.03%
82,911
-3,793
464
$1.44M 0.03%
49,690
+2,649
465
$1.43M 0.03%
23,994
-851
466
$1.38M 0.03%
62,305
-11,692
467
$1.38M 0.03%
42,116
-4,914
468
$1.37M 0.03%
36,256
-72,311
469
$1.34M 0.03%
106,501
-4,032
470
$1.31M 0.03%
24,057
-1,363
471
$1.3M 0.03%
86,326
-3,151
472
$1.28M 0.03%
24,974
-1,177
473
$1.27M 0.03%
19,594
-750
474
$1.25M 0.03%
40,495
-1,762
475
$1.25M 0.03%
40,600
-5,214
17 18
19
20 21