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
151
$6.96M 0.16%
155,354
+9,582
152
$6.87M 0.16%
65,758
+4,362
153
$6.85M 0.16%
19,010
+1,609
154
$6.81M 0.16%
51,083
+4,105
155
$6.81M 0.16%
144,730
+11,650
156
$6.7M 0.15%
165,866
+44,204
157
$6.67M 0.15%
88,903
+7,257
158
$6.61M 0.15%
36,108
+2,885
159
$6.57M 0.15%
80,184
+6,446
160
$6.5M 0.15%
62,530
+3,356
161
$6.48M 0.15%
354,945
+23,310
162
$6.47M 0.15%
42,824
+4,014
163
$6.46M 0.15%
204,520
+13,220
164
$6.39M 0.15%
64,594
+4,008
165
$6.34M 0.14%
33,357
+2,677
166
$6.32M 0.14%
190,021
+15,157
167
$6.3M 0.14%
264,027
+16,440
168
$6.25M 0.14%
164,068
+13,491
169
$6.21M 0.14%
92,107
+5,296
170
$6.17M 0.14%
328,289
+26,775
171
$6.15M 0.14%
150,727
+12,088
172
$6.06M 0.14%
70,836
+5,625
173
$6.04M 0.14%
72,604
+5,682
174
$6.04M 0.14%
703,512
+47,934
175
$6.02M 0.14%
146,820
+5,538
5 6
7
8 9