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
501
$443K 0.01%
19,459
-2,307
502
$406K 0.01%
61,609
-1,475
503
$339K 0.01%
9,276
-229
504
$337K 0.01%
24,163
-584
505
$305K 0.01%
14,449
-350
506
– –
-114,188
507
– –
-22,372
508
– –
-75,357
509
– –
-69,436
510
– –
-27,416
511
– –
-110,618
512
– –
-84,524
17 18 19 20
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