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
$4.39B
AUM Growth
+$352M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$7.47M
3
+$6.52M
4
META icon
Meta Platforms (Facebook)
META
+$5.69M
5
JNJ icon
Johnson & Johnson
JNJ
+$5.59M

Top Sells

1
+$8.31M
2
+$7.27M
3
+$7.16M
4
CB
CHUBB CORPORATION
CB
+$6.75M
5
GMCR
KEURIG GREEN MTN INC
GMCR
+$2.34M

Sector Composition

1 Healthcare 14.98%
2 Technology 14.63%
3 Financials 14.47%
4 Communication Services 10.08%
5 Consumer Staples 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.27M 0.03%
18,584
+1,619
477
$1.25M 0.03%
83,588
+5,946
478
$1.22M 0.03%
15,772
+1,015
479
$1.21M 0.03%
49,792
+4,005
480
$1.2M 0.03%
75,585
+6,049
481
$1.18M 0.03%
92,517
+6,997
482
$1.14M 0.03%
28,639
+2,188
483
$1.1M 0.03%
33,492
+2,530
484
$1.05M 0.02%
36,544
+3,033
485
$1M 0.02%
46,640
+2,473
486
$999K 0.02%
83,468
+2,259
487
$997K 0.02%
76,668
+6,248
488
$992K 0.02%
39,373
+3,128
489
$946K 0.02%
20,335
+1,614
490
$909K 0.02%
26,224
+2,077
491
$908K 0.02%
8,807
+708
492
$893K 0.02%
33,179
+2,314
493
$878K 0.02%
38,903
+3,095
494
$850K 0.02%
32,382
+2,571
495
$844K 0.02%
13,024
+1,049
496
$841K 0.02%
18,014
+905
497
$809K 0.02%
101,940
+7,364
498
$766K 0.02%
94,874
+8,706
499
$762K 0.02%
83,334
+6,697
500
$699K 0.02%
21,138
+1,679
17 18 19
20
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