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
$4.47B
AUM Growth
-$332M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$1.99M
3
+$1.88M
4
EVHC
Envision Healthcare Holdings Inc
EVHC
+$1.72M
5
CHK
Chesapeake Energy Corporation
CHK
+$42.1K

Top Sells

1
+$16.4M
2
+$11.8M
3
+$8.93M
4
JPM icon
JPMorgan Chase
JPM
+$8.11M
5
JNJ icon
Johnson & Johnson
JNJ
+$7.93M

Sector Composition

1 Financials 16.65%
2 Technology 14.81%
3 Healthcare 13.98%
4 Industrials 10.18%
5 Communication Services 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$756K 0.02%
45,914
-4,710
502
$740K 0.02%
15,202
-1,742
503
$653K 0.01%
42,997
-4,391
504
$582K 0.01%
20,447
-2,284
505
$579K 0.01%
18,039
-1,563
506
$327K 0.01%
27,725
-2,859
507
– –
-139,768
508
– –
-41,385
509
– –
-23,549
17 18 19 20
21