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
$122M
AUM Growth
+$2.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$8.13M
2 +$1.7M
3 +$340K
4
AGN
Allergan Inc
AGN
+$325K
5
FDX icon
FedEx
FDX
+$208K

Top Sells

1 +$2.57M
2 +$1,000K
3 +$854K
4
COP icon
ConocoPhillips
COP
+$667K
5
MPC icon
Marathon Petroleum
MPC
+$546K

Sector Composition

1 Utilities 23.96%
2 Industrials 14.53%
3 Financials 13.26%
4 Energy 13.26%
5 Communication Services 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$5K ﹤0.01%
109
-7
52
$2K ﹤0.01%
24
-113
53
-297
54
-15,634