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
76
$12.6M 0.31%
359,548
-55,788
77
$12.6M 0.31%
291,315
-47,692
78
$12.6M 0.31%
169,591
-26,461
79
$12.4M 0.31%
82,752
-12,827
80
$12.2M 0.3%
273,470
-45,626
81
$12.2M 0.3%
113,117
-17,121
82
$12.1M 0.3%
144,148
-23,970
83
$11.6M 0.29%
92,908
-15,050
84
$11.5M 0.29%
214,495
-34,896
85
$11.4M 0.29%
232,752
-38,146
86
$11.2M 0.28%
134,377
-20,982
87
$11.1M 0.28%
41,014
-6,931
88
$11.1M 0.28%
128,381
-17,049
89
$10.8M 0.27%
81,601
-13,264
90
$10.8M 0.27%
54,448
-8,747
91
$10.6M 0.26%
168,860
-37,790
92
$10.4M 0.26%
237,522
-36,913
93
$10.3M 0.26%
158,877
-24,780
94
$10.3M 0.26%
47,229
-7,219
95
$10.2M 0.25%
199,655
-30,728
96
$10M 0.25%
233,622
-36,148
97
$10M 0.25%
110,835
-17,259
98
$9.97M 0.25%
84,251
-13,121
99
$9.9M 0.25%
132,290
-20,530
100
$9.83M 0.25%
23,278
-3,745
2 3
4
5 6