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
76
$12.7M 0.31%
89,455
-2,022
77
$12.5M 0.31%
227,372
-8,245
78
$12.4M 0.31%
198,823
-4,272
79
$12.3M 0.3%
873,655
-20,937
80
$12M 0.3%
279,560
-8,111
81
$11.8M 0.29%
63,477
-1,483
82
$11.6M 0.29%
179,197
-8,028
83
$11.6M 0.29%
171,477
-4,195
84
$11.2M 0.28%
434,574
-7,266
85
$11M 0.27%
154,284
-3,729
86
$11M 0.27%
139,900
-2,519
87
$11M 0.27%
95,796
-1,998
88
$10.8M 0.27%
113,821
-4,081
89
$10.8M 0.27%
317,412
-13,484
90
$10.8M 0.27%
338,511
-11,256
91
$10.7M 0.27%
412,900
-9,740
92
$10.6M 0.26%
300,138
-9,480
93
$10.5M 0.26%
111,802
-2,437
94
$10.4M 0.26%
81,362
-2,261
95
$10.2M 0.25%
51,577
-1,773
96
$10.1M 0.25%
244,976
-9,036
97
$10M 0.25%
138,083
-6,179
98
$9.71M 0.24%
98,586
-8,810
99
$9.7M 0.24%
133,273
-3,152
100
$9.64M 0.24%
28,303
-1,106
2 3
4
5 6