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
$4B
AUM Growth
-$530M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$2.68M
3
+$2.43M
4
ALGN icon
Align Technology
ALGN
+$2.18M
5
IT icon
Gartner
IT
+$2.15M

Top Sells

1
+$23.6M
2
+$16.1M
3
+$14.5M
4
AMZN icon
Amazon
AMZN
+$11.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$11.3M

Sector Composition

1 Financials 16.52%
2 Technology 15.66%
3 Healthcare 14.68%
4 Industrials 10.09%
5 Communication Services 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16.5M 0.41%
4,569,560
-662,280
52
$16.2M 0.41%
278,033
-45,605
53
$16.2M 0.4%
333,170
-50,559
54
$15.8M 0.39%
304,158
-49,464
55
$15.7M 0.39%
195,607
-32,165
56
$15.7M 0.39%
64,486
-9,956
57
$15.7M 0.39%
283,666
-44,333
58
$15.6M 0.39%
70,286
-11,987
59
$15.3M 0.38%
186,427
-29,187
60
$15M 0.38%
254,441
-39,845
61
$15M 0.37%
148,902
-23,051
62
$14.7M 0.37%
119,055
-19,209
63
$14.7M 0.37%
191,293
-30,692
64
$14.6M 0.37%
132,243
-20,810
65
$13.9M 0.35%
41,411
-6,359
66
$13.6M 0.34%
106,965
-15,901
67
$13.5M 0.34%
84,209
-13,264
68
$13.4M 0.34%
166,469
-25,523
69
$13.4M 0.34%
94,981
-15,090
70
$13.3M 0.33%
47,792
-7,651
71
$13.1M 0.33%
53,995
-59,600
72
$13.1M 0.33%
75,114
-11,578
73
$13M 0.33%
89,649
-13,785
74
$12.8M 0.32%
163,957
-25,405
75
$12.8M 0.32%
164,746
-27,562
1 2
3
4 5