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
$4.33B
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$5.84M
3
+$3.25M
4
LVLT
Level 3 Communications Inc
LVLT
+$3.25M
5
META icon
Meta Platforms (Facebook)
META
+$1.18M

Top Sells

1
+$9.34M
2
+$4.32M
3
+$3.52M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.26M
5
WFC icon
Wells Fargo
WFC
+$2.8M

Sector Composition

1 Financials 15.61%
2 Technology 15.01%
3 Healthcare 14.99%
4 Industrials 10.12%
5 Consumer Staples 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.35M 0.12%
105,464
-5,035
202
$5.34M 0.12%
84,878
-3,342
203
$5.33M 0.12%
134,549
-5,166
204
$5.25M 0.12%
61,153
-3,307
205
$5.22M 0.12%
35,104
+39
206
$5.19M 0.12%
36,150
-1,649
207
$5.15M 0.12%
100,402
-5,886
208
$5.15M 0.12%
122,938
-7,164
209
$5.13M 0.12%
77,150
-2,933
210
$5.12M 0.12%
92,440
-4,091
211
$5.1M 0.12%
52,020
-2,926
212
$5.09M 0.12%
118,192
-4,622
213
$5.08M 0.12%
31,122
-1,024
214
$5.08M 0.12%
69,803
-3,620
215
$5.07M 0.12%
117,877
-4,642
216
$5.06M 0.12%
57,714
-3,390
217
$5.06M 0.12%
71,535
-2,810
218
$5.03M 0.12%
76,813
-3,025
219
$5.02M 0.12%
71,699
-2,739
220
$5M 0.12%
365,600
-14,400
221
$4.97M 0.12%
60,763
-2,397
222
$4.97M 0.12%
88,238
-3,420
223
$4.94M 0.11%
119,304
-4,670
224
$4.85M 0.11%
99,428
-3,647
225
$4.84M 0.11%
56,262
-2,194
7 8
9
10 11