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
201
$5.33M 0.12%
131,787
-9,608
202
$5.29M 0.12%
88,220
-4,018
203
$5.27M 0.12%
96,531
-5,676
204
$5.25M 0.12%
71,312
+891
205
$5.2M 0.12%
115,516
-2,728
206
$5.07M 0.12%
380,000
-15,400
207
$5.05M 0.12%
64,460
-2,385
208
$5.05M 0.12%
106,288
-3,782
209
$5.03M 0.12%
86,531
-5,171
210
$5M 0.12%
110,499
-7,514
211
$4.95M 0.11%
79,405
+1,690
212
$4.95M 0.11%
130,102
-5,465
213
$4.94M 0.11%
130,401
-4,964
214
$4.92M 0.11%
37,799
-1,582
215
$4.92M 0.11%
32,791
-1,251
216
$4.84M 0.11%
103,789
-8,289
217
$4.77M 0.11%
49,539
-1,880
218
$4.66M 0.11%
114,252
-4,283
219
$4.64M 0.11%
119,954
-4,164
220
$4.62M 0.11%
122,519
-4,613
221
$4.62M 0.11%
123,974
-4,745
222
$4.59M 0.11%
80,083
-3,001
223
$4.54M 0.11%
74,345
-2,822
224
$4.54M 0.11%
122,814
-4,656
225
$4.53M 0.11%
32,146
+1,149
7 8
9
10 11