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
$4.33B
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$9.43M
2
+$5.71M
3
+$3.04M
4
RCL icon
Royal Caribbean
RCL
+$2.76M
5
META icon
Meta Platforms (Facebook)
META
+$1.15M

Top Sells

1
+$9.21M
2
+$4.36M
3
+$3.56M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.29M
5
WFC icon
Wells Fargo
WFC
+$2.71M

Sector Composition

1 Financials 15.61%
2 Healthcare 14.99%
3 Technology 14.93%
4 Industrials 10.21%
5 Consumer Staples 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$676K 0.02%
83,120
-3,206
502
$582K 0.01%
15,844
-623
503
$403K 0.01%
+7,315
504
– –
-48,967
505
– –
-24,475
17 18 19 20
21