Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $52.4B
1-Year Est. Return 10.03%
This Quarter Est. Return
1 Year Est. Return
+10.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$17.6M
3
+$1.74M
4
BMS
Bemis
BMS
+$1.41M
5
D icon
Dominion Energy
D
+$1.36M

Top Sells

1
+$13.1M
2
+$1.23M
3
+$772K
4
MPC icon
Marathon Petroleum
MPC
+$616K
5
BUD icon
AB InBev
BUD
+$206K

Sector Composition

1 Healthcare 40.14%
2 Industrials 11.26%
3 Financials 10.11%
4 Energy 9.4%
5 Utilities 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 0.61%
+12,837
27
$922K 0.55%
16,977
-259
28
$903K 0.54%
15,334
+2,003
29
$881K 0.52%
15,341
+248
30
$853K 0.51%
+9,611
31
$842K 0.5%
8,727
-1,176
32
$783K 0.46%
18,938
+1,106
33
$765K 0.45%
19,775
+2,816
34
$708K 0.42%
16,288
+2,796
35
$708K 0.42%
37,228
-10,319
36
$618K 0.37%
15,041
-2,308
37
$599K 0.36%
13,981
-1,291
38
$595K 0.35%
14,221
-1,891
39
$549K 0.33%
16,448
+7,376
40
$542K 0.32%
2,932
-492
41
$461K 0.27%
7,695
+172
42
$333K 0.2%
12,647
+1,148
43
$311K 0.18%
28,943
+3,874
44
$276K 0.16%
4,304
-475
45
$211K 0.13%
8,916
-1,146
46
$210K 0.12%
5,117
-512
47
$130K 0.08%
2,112
-751
48
$118K 0.07%
3,330
-440
49
$104K 0.06%
5,377
-189
50
$80K 0.05%
23,470
+14,307
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