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
51
$18.4M 0.46%
218,760
-5,180
52
$17.9M 0.44%
181,193
-7,046
53
$17.8M 0.44%
293,808
-8,317
54
$17.2M 0.43%
277,266
-19,759
55
$16.8M 0.42%
336,906
-23,779
56
$16.6M 0.41%
195,235
-5,361
57
$16M 0.4%
88,912
-3,502
58
$16M 0.4%
356,199
-13,693
59
$15.8M 0.39%
98,041
-2,848
60
$15.7M 0.39%
368,540
-11,461
61
$15.6M 0.39%
205,113
-7,284
62
$15.3M 0.38%
49,962
-4,023
63
$15M 0.37%
334,357
-7,789
64
$15M 0.37%
156,035
-4,301
65
$15M 0.37%
191,444
-7,743
66
$14.6M 0.36%
140,045
-3,232
67
$14.2M 0.35%
11,159
-480
68
$13.5M 0.33%
69,352
-1,676
69
$13.4M 0.33%
201,038
-5,596
70
$13.3M 0.33%
151,582
-3,539
71
$13.1M 0.32%
196,439
-11,276
72
$13M 0.32%
187,519
-7,857
73
$13M 0.32%
124,933
-6,842
74
$12.9M 0.32%
276,735
-6,418
75
$12.9M 0.32%
59,235
-2,071
1 2
3
4 5