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
$4.31B
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$4.65M
3
+$3.41M
4
META icon
Meta Platforms (Facebook)
META
+$3.19M
5
URI icon
United Rentals
URI
+$2.61M

Top Sells

1
+$6.73M
2
+$6.06M
3
+$4.47M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.06M
5
ORCL icon
Oracle
ORCL
+$2.93M

Sector Composition

1 Financials 15.33%
2 Technology 15.04%
3 Healthcare 14.55%
4 Industrials 9.93%
5 Energy 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$18.5M 0.43%
441,549
-20,266
52
$18.4M 0.43%
100,404
-5,404
53
$18.4M 0.43%
199,405
-9,223
54
$17.9M 0.41%
201,136
-7,852
55
$17.8M 0.41%
90,006
+17,200
56
$17.8M 0.41%
241,190
-14,459
57
$16.9M 0.39%
172,363
-6,968
58
$16.2M 0.38%
1,007,012
-41,391
59
$16.1M 0.37%
236,161
-9,870
60
$15.8M 0.37%
461,526
-25,609
61
$15.8M 0.37%
209,472
-14,953
62
$15.7M 0.36%
657,622
-31,884
63
$15.6M 0.36%
240,934
-9,702
64
$15.6M 0.36%
64,755
+19,266
65
$15.4M 0.36%
344,688
-30,654
66
$15.3M 0.36%
368,471
-13,656
67
$15.2M 0.35%
153,849
-4,970
68
$14.9M 0.35%
12,848
-492
69
$14.9M 0.34%
240,023
-14,145
70
$14.8M 0.34%
309,230
-12,079
71
$14.5M 0.34%
497,108
-23,771
72
$14.5M 0.34%
128,548
-4,813
73
$14.4M 0.33%
136,332
-15,510
74
$14.2M 0.33%
413,115
-17,232
75
$14.1M 0.33%
950,389
-55,663
1 2
3
4 5