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
$4.39B
AUM Growth
+$352M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$7.47M
3
+$6.52M
4
META icon
Meta Platforms (Facebook)
META
+$5.69M
5
JNJ icon
Johnson & Johnson
JNJ
+$5.59M

Top Sells

1
+$8.31M
2
+$7.27M
3
+$7.16M
4
CB
CHUBB CORPORATION
CB
+$6.75M
5
GMCR
KEURIG GREEN MTN INC
GMCR
+$2.34M

Sector Composition

1 Healthcare 14.98%
2 Technology 14.63%
3 Financials 14.47%
4 Communication Services 10.08%
5 Consumer Staples 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$13.8M 0.31%
216,563
+17,740
77
$13.7M 0.31%
96,480
+7,025
78
$13.5M 0.31%
167,604
+13,320
79
$13.4M 0.31%
212,233
+15,794
80
$13.4M 0.3%
112,205
+39,542
81
$13.3M 0.3%
448,580
+35,680
82
$12.8M 0.29%
949,229
+75,574
83
$12.8M 0.29%
326,028
+25,890
84
$12.7M 0.29%
185,978
+14,501
85
$12.6M 0.29%
474,058
+39,484
86
$12.3M 0.28%
199,513
+11,994
87
$12.1M 0.28%
300,985
+24,250
88
$12.1M 0.27%
146,628
+8,545
89
$11.8M 0.27%
87,870
+6,508
90
$11.7M 0.27%
299,587
+20,027
91
$11.5M 0.26%
222,256
+18,525
92
$11.4M 0.26%
121,331
+9,529
93
$11.4M 0.26%
144,769
+11,496
94
$11.3M 0.26%
153,547
+13,647
95
$11.2M 0.25%
162,653
+11,071
96
$10.9M 0.25%
145,213
+11,774
97
$10.9M 0.25%
141,781
+11,278
98
$10.8M 0.24%
342,202
+24,790
99
$10.7M 0.24%
104,227
+8,431
100
$10.6M 0.24%
103,209
+8,269
2 3
4
5 6