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
501
$879K 0.02%
21,205
+317
502
$564K 0.01%
16,467
-979
503
– –
-1,840
504
– –
-36,815
505
– –
-31,641
506
– –
-4,602
507
– –
-61,177
17 18 19 20
21