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
101
$10.5M 0.24%
30,735
+2,432
102
$10.5M 0.24%
270,900
+21,713
103
$10.3M 0.24%
122,007
+8,186
104
$10.2M 0.23%
62,408
+3,546
105
$10.1M 0.23%
201,563
+15,777
106
$9.99M 0.23%
111,378
+8,002
107
$9.9M 0.23%
114,297
+7,883
108
$9.89M 0.23%
35,859
+2,869
109
$9.72M 0.22%
133,883
+10,671
110
$9.65M 0.22%
261,931
+16,955
111
$9.56M 0.22%
85,119
+6,961
112
$9.41M 0.21%
107,216
+8,630
113
$9.36M 0.21%
71,215
+4,609
114
$9.3M 0.21%
371,954
+33,443
115
$9.3M 0.21%
148,306
+12,012
116
$9.23M 0.21%
189,548
+13,266
117
$9.15M 0.21%
144,465
+10,498
118
$9.08M 0.21%
237,321
+19,134
119
$8.93M 0.2%
72,799
+5,310
120
$8.9M 0.2%
128,404
+9,150
121
$8.84M 0.2%
63,633
+5,116
122
$8.75M 0.2%
55,655
+4,078
123
$8.72M 0.2%
44,055
+3,175
124
$8.55M 0.19%
62,273
+4,534
125
$8.52M 0.19%
156,583
+9,869
3 4
5
6 7