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
$4.31B
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$4.65M
3
+$3.41M
4
META icon
Meta Platforms (Facebook)
META
+$3.19M
5
URI icon
United Rentals
URI
+$2.61M

Top Sells

1
+$6.73M
2
+$6.06M
3
+$4.47M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.06M
5
ORCL icon
Oracle
ORCL
+$2.93M

Sector Composition

1 Financials 15.33%
2 Technology 15.04%
3 Healthcare 14.55%
4 Industrials 9.93%
5 Energy 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$10.6M 0.25%
123,066
+3,855
102
$10.6M 0.24%
330,301
-4,277
103
$10.5M 0.24%
65,045
-5,630
104
$10.1M 0.24%
30,913
-919
105
$10M 0.23%
339,602
-16,748
106
$10M 0.23%
427,704
-16,128
107
$9.91M 0.23%
112,720
-4,823
108
$9.89M 0.23%
77,826
-5,044
109
$9.87M 0.23%
142,779
-5,195
110
$9.86M 0.23%
95,567
-4,419
111
$9.8M 0.23%
68,272
-2,613
112
$9.79M 0.23%
134,224
-5,483
113
$9.73M 0.23%
155,288
-5,887
114
$9.58M 0.22%
219,484
-7,158
115
$9.58M 0.22%
110,700
-4,013
116
$9.53M 0.22%
244,361
-9,789
117
$9.24M 0.21%
226,660
-11,564
118
$9.23M 0.21%
71,560
-2,969
119
$9.12M 0.21%
164,811
-23,084
120
$9.09M 0.21%
97,072
-3,615
121
$8.99M 0.21%
262,398
-9,930
122
$8.8M 0.2%
93,722
-4,410
123
$8.63M 0.2%
82,261
-3,657
124
$8.46M 0.2%
75,844
-2,937
125
$8.33M 0.19%
35,157
-1,674
3 4
5
6 7