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
$142M
AUM Growth
-$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$4.62M
3
+$2.19M
4
CLX icon
Clorox
CLX
+$1.63M
5
MRO
Marathon Oil Corporation
MRO
+$458K

Top Sells

1
+$14.3M
2
+$5.77M
3
+$4.41M
4
FAF icon
First American
FAF
+$2.09M
5
AGN
Allergan plc
AGN
+$1.59M

Sector Composition

1 Healthcare 23.67%
2 Utilities 22.75%
3 Industrials 14.94%
4 Energy 10.06%
5 Financials 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$886K 0.62%
52,681
-1,820
27
$838K 0.59%
22,205
+8,224
28
$656K 0.46%
14,660
-681
29
$649K 0.46%
15,048
-1,827
30
$624K 0.44%
7,912
-815
31
$599K 0.42%
13,015
-3,273
32
$589K 0.41%
36,114
-1,114
33
$551K 0.39%
13,876
-1,165
34
$500K 0.35%
16,791
-2,984
35
$468K 0.33%
13,974
-247
36
$442K 0.31%
16,749
+4,102
37
$391K 0.27%
11,995
-6,943
38
$389K 0.27%
12,051
-4,397
39
$381K 0.27%
6,654
-1,041
40
$365K 0.26%
16,356
+7,440
41
$348K 0.24%
5,772
+1,468
42
$314K 0.22%
1,995
-937
43
$201K 0.14%
30,364
+1,421
44
$149K 0.1%
2,899
+2,352
45
$108K 0.08%
32,839
+9,369
46
$100K 0.07%
5,238
-139
47
$98K 0.07%
+1,729
48
$97K 0.07%
2,022
-90
49
$73K 0.05%
2,528
-802
50
$39K 0.03%
502
+84
1
2
3