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
201
$5.48M 0.12%
71,482
+5,765
202
$5.47M 0.12%
81,909
+6,534
203
$5.45M 0.12%
76,711
+6,092
204
$5.44M 0.12%
57,288
+4,074
205
$5.35M 0.12%
87,805
+6,623
206
$5.26M 0.12%
144,948
+11,194
207
$5.24M 0.12%
87,526
+3,964
208
$5.18M 0.12%
420,399
+15,506
209
$5.17M 0.12%
123,577
+9,826
210
$5.15M 0.12%
81,825
+7,190
211
$5.13M 0.12%
100,848
+5,031
212
$5.1M 0.12%
54,031
+4,142
213
$5.07M 0.12%
67,573
+4,794
214
$5M 0.11%
163,494
+13,003
215
$5M 0.11%
142,270
+11,259
216
$4.98M 0.11%
75,309
+5,644
217
$4.94M 0.11%
111,363
+8,687
218
$4.88M 0.11%
219,360
+17,616
219
$4.86M 0.11%
58,335
+4,036
220
$4.79M 0.11%
128,854
+9,392
221
$4.77M 0.11%
59,990
+4,915
222
$4.76M 0.11%
71,361
+5,095
223
$4.75M 0.11%
37,396
+2,973
224
$4.72M 0.11%
135,825
+11,138
225
$4.71M 0.11%
57,167
+4,539
7 8
9
10 11