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
$125M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.27M
3
+$1.12M
4
CLX icon
Clorox
CLX
+$804K
5
ABT icon
Abbott
ABT
+$725K

Top Sells

1
+$1.37M
2
+$1.01M
3
+$847K
4
TRI icon
Thomson Reuters
TRI
+$591K
5
MSFT icon
Microsoft
MSFT
+$561K

Sector Composition

1 Healthcare 24.87%
2 Industrials 16.55%
3 Utilities 13.73%
4 Energy 10.76%
5 Financials 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$996K 0.79%
9,682
-265
27
$925K 0.74%
58,539
+29,078
28
$791K 0.63%
13,574
+1,555
29
$670K 0.53%
17,598
-12
30
$650K 0.52%
37,329
-1,096
31
$644K 0.51%
19,787
-5,498
32
$628K 0.5%
11,883
+505
33
$610K 0.49%
10,193
-952
34
$603K 0.48%
11,453
-302
35
$579K 0.46%
14,031
+1,495
36
$421K 0.34%
13,477
+2,465
37
$410K 0.33%
16,638
+54
38
$349K 0.28%
2,885
+1,805
39
$348K 0.28%
34,384
-6,114
40
$265K 0.21%
8,428
-7,895
41
$253K 0.2%
2,738
-1,963
42
$209K 0.17%
11,682
-1,699
43
$151K 0.12%
4,520
-58
44
$122K 0.1%
5,464
-868
45
$121K 0.1%
3,085
+2,521
46
$73K 0.06%
3,942
+3,472
47
$59K 0.05%
1,364
-315
48
$58K 0.05%
1,496
-15
49
$53K 0.04%
899
-154
50
$48K 0.04%
+910
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