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
$4B
AUM Growth
-$530M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$2.68M
3
+$2.43M
4
ALGN icon
Align Technology
ALGN
+$2.18M
5
IT icon
Gartner
IT
+$2.15M

Top Sells

1
+$23.6M
2
+$16.1M
3
+$14.5M
4
AMZN icon
Amazon
AMZN
+$11.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$11.3M

Sector Composition

1 Financials 16.52%
2 Technology 15.66%
3 Healthcare 14.68%
4 Industrials 10.09%
5 Communication Services 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$33.1M 0.83%
738,293
-119,792
27
$31.7M 0.79%
274,270
-42,664
28
$30.5M 0.76%
904,121
-145,803
29
$30M 0.75%
960,003
-152,067
30
$29.7M 0.74%
279,310
-43,739
31
$28.9M 0.72%
576,710
-88,833
32
$27.6M 0.69%
370,873
-59,805
33
$25.3M 0.63%
171,699
-27,673
34
$24.3M 0.61%
141,290
-22,251
35
$24M 0.6%
156,492
-25,378
36
$23.9M 0.6%
137,227
-21,117
37
$23.3M 0.58%
262,824
-41,158
38
$22.2M 0.55%
305,574
-48,380
39
$21.9M 0.55%
180,093
-29,127
40
$21.5M 0.54%
850,806
-152,394
41
$21.3M 0.53%
107,775
-18,715
42
$19.5M 0.49%
152,713
-23,650
43
$19.5M 0.49%
149,917
-22,842
44
$18M 0.45%
770,610
-119,960
45
$17.8M 0.44%
250,890
-39,364
46
$17.7M 0.44%
9,441
-1,478
47
$17.6M 0.44%
316,305
-55,147
48
$17.6M 0.44%
266,778
-42,807
49
$17.5M 0.44%
227,332
-37,121
50
$16.9M 0.42%
155,027
-25,688
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