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
26
$32.3M 0.75%
317,682
-13,625
27
$31.9M 0.74%
382,789
-17,386
28
$31.5M 0.73%
1,249,524
-53,803
29
$30.7M 0.71%
410,698
-18,735
30
$30.5M 0.71%
796,896
-76,623
31
$30.3M 0.7%
329,809
-18,265
32
$29.9M 0.69%
1,856,780
-39,860
33
$29.6M 0.69%
1,160,790
-69,447
34
$26.1M 0.61%
186,136
-6,467
35
$25.7M 0.6%
482,520
-29,076
36
$23.8M 0.55%
219,908
-10,554
37
$23.1M 0.53%
301,297
-11,059
38
$22.8M 0.53%
240,615
-10,860
39
$22.6M 0.52%
283,791
-13,687
40
$22.5M 0.52%
390,035
-14,513
41
$22.5M 0.52%
189,901
+766
42
$22.3M 0.52%
486,030
-19,370
43
$22M 0.51%
331,268
-9,696
44
$20.9M 0.49%
164,220
-6,469
45
$20.8M 0.48%
406,258
-15,365
46
$20.5M 0.48%
238,090
-11,209
47
$19.3M 0.45%
220,550
-11,076
48
$19.1M 0.44%
57,866
-2,483
49
$18.9M 0.44%
349,648
-18,412
50
$18.6M 0.43%
195,914
-7,836
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