Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $50.1B
1-Year Est. Return 10.54%
This Quarter Est. Return
1 Year Est. Return
+10.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
+$532K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$945K
3
+$497K
4
TRN icon
Trinity Industries
TRN
+$283K
5
BUD icon
AB InBev
BUD
+$211K

Top Sells

1
+$7.59M
2
+$2.18M
3
+$1.35M
4
CMCSA icon
Comcast
CMCSA
+$790K
5
BK icon
Bank of New York Mellon
BK
+$668K

Sector Composition

1 Healthcare 18.38%
2 Industrials 16.08%
3 Energy 14.53%
4 Utilities 12.43%
5 Financials 11.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$878K 0.74%
13,932
-2,042
27
$854K 0.72%
15,093
-3,066
28
$835K 0.71%
16,959
-8,855
29
$819K 0.69%
13,331
-8,247
30
$667K 0.57%
15,272
-4,253
31
$661K 0.56%
17,349
-2,064
32
$633K 0.54%
16,112
-1,202
33
$622K 0.53%
13,492
-649
34
$572K 0.49%
3,424
-1,551
35
$561K 0.48%
17,832
-1,185
36
$433K 0.37%
7,523
-359
37
$356K 0.3%
11,499
-2,485
38
$327K 0.28%
9,072
-1,652
39
$277K 0.24%
5,629
-6,854
40
$269K 0.23%
10,062
-2,091
41
$266K 0.23%
25,069
-2,452
42
$256K 0.22%
4,779
-231
43
$198K 0.17%
2,863
-1,531
44
$163K 0.14%
9,163
-4,629
45
$158K 0.13%
3,770
-2,178
46
$116K 0.1%
5,566
+281
47
$52K 0.04%
7,346
-3,868
48
$51K 0.04%
704
-447
49
$35K 0.03%
640
-42
50
$29K 0.02%
550
+59
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