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
$4.33B
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$5.84M
3
+$3.25M
4
LVLT
Level 3 Communications Inc
LVLT
+$3.25M
5
META icon
Meta Platforms (Facebook)
META
+$1.18M

Top Sells

1
+$9.34M
2
+$4.32M
3
+$3.52M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.26M
5
WFC icon
Wells Fargo
WFC
+$2.8M

Sector Composition

1 Financials 15.61%
2 Technology 15.01%
3 Healthcare 14.99%
4 Industrials 10.12%
5 Consumer Staples 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$14.4M 0.33%
396,057
-17,058
77
$14.3M 0.33%
479,748
-17,360
78
$14.1M 0.33%
12,343
-505
79
$14.1M 0.33%
907,363
-43,026
80
$14M 0.32%
201,978
-8,394
81
$14M 0.32%
359,951
-15,312
82
$13.9M 0.32%
166,750
-6,562
83
$13.6M 0.32%
114,125
-14,423
84
$13.3M 0.31%
73,270
-2,881
85
$13.3M 0.31%
249,032
-12,565
86
$13.2M 0.31%
147,940
-6,741
87
$13.1M 0.3%
142,728
-11,121
88
$12.4M 0.29%
214,440
-7,808
89
$12.2M 0.28%
63,310
-2,798
90
$11.9M 0.28%
129,461
-6,871
91
$11.9M 0.27%
129,198
-4,952
92
$11.8M 0.27%
94,309
-3,448
93
$11.4M 0.26%
150,170
-5,118
94
$11.3M 0.26%
54,668
-2,084
95
$11.3M 0.26%
124,059
-8,403
96
$11.1M 0.26%
324,828
-14,774
97
$11.1M 0.26%
318,186
-12,115
98
$10.9M 0.25%
411,620
-16,084
99
$10.9M 0.25%
106,748
-3,952
100
$10.8M 0.25%
131,075
-6,472
2 3
4
5 6