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
126
$8.31M 0.19%
254,611
-9,661
127
$8.26M 0.19%
281,053
-16,882
128
$8.21M 0.19%
145,548
-5,910
129
$8.12M 0.19%
141,064
-2,654
130
$8.08M 0.19%
158,180
-8,331
131
$8.04M 0.19%
67,202
-3,953
132
$8.04M 0.19%
48,473
-1,851
133
$8.02M 0.19%
105,427
-3,732
134
$8.01M 0.19%
115,784
-1,985
135
$7.85M 0.18%
734,814
-31,782
136
$7.8M 0.18%
83,080
-5,325
137
$7.75M 0.18%
149,857
-6,348
138
$7.74M 0.18%
76,139
-3,459
139
$7.64M 0.18%
103,780
-5,820
140
$7.59M 0.18%
66,080
-2,660
141
$7.57M 0.18%
150,091
-6,250
142
$7.55M 0.18%
89,390
-7,183
143
$7.47M 0.17%
206,573
-9,159
144
$7.39M 0.17%
116,616
-4,667
145
$7.29M 0.17%
113,186
-5,445
146
$7.2M 0.17%
87,828
-4,729
147
$7.18M 0.17%
155,855
-5,518
148
$7.18M 0.17%
93,294
-6,220
149
$7.18M 0.17%
295,177
-11,129
150
$7.04M 0.16%
86,892
-4,039
4 5
6
7 8