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
$4.04B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$50.8M
2
+$6.3M
3
+$6.13M
4
SYF icon
Synchrony
SYF
+$5.68M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.05M

Top Sells

1
+$51.5M
2
+$6.3M
3
+$6.26M
4
HPQ icon
HP
HPQ
+$6.02M
5
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$4.84M

Sector Composition

1 Healthcare 15.82%
2 Financials 15.59%
3 Technology 14.27%
4 Industrials 9.74%
5 Communication Services 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$32.7M 0.81%
323,029
-13,875
27
$32.6M 0.81%
326,541
-10,681
28
$30.9M 0.76%
1,137,762
-29,755
29
$30.9M 0.76%
1,094,636
+123,696
30
$30.5M 0.76%
347,262
-8,369
31
$27.6M 0.68%
88,340
-2,023
32
$27.5M 0.68%
209,249
-7,139
33
$27.4M 0.68%
169,076
-4,988
34
$26.7M 0.66%
130,315
+19,750
35
$26.2M 0.65%
717,603
-28,940
36
$25.7M 0.64%
373,933
-8,859
37
$25.6M 0.63%
439,470
-10,627
38
$25.1M 0.62%
213,631
-5,269
39
$24.3M 0.6%
205,814
-10,388
40
$24.3M 0.6%
248,196
-7,646
41
$24.2M 0.6%
315,178
-9,463
42
$21.7M 0.54%
366,415
-13,570
43
$21.6M 0.54%
221,948
-7,152
44
$21.6M 0.53%
1,054,986
-31,800
45
$21.1M 0.52%
176,098
-5,378
46
$20.8M 0.51%
165,056
-6,471
47
$20.4M 0.51%
141,161
-5,465
48
$20M 0.49%
332,806
-7,907
49
$19.7M 0.49%
282,666
-7,831
50
$18.9M 0.47%
302,474
-8,760
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