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
$116M
AUM Growth
-$5.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$876K
3
+$644K
4
DAL icon
Delta Air Lines
DAL
+$606K
5
AMCX icon
AMC Networks
AMCX
+$511K

Top Sells

1
+$7.99M
2
+$2.57M
3
+$2.13M
4
MSFT icon
Microsoft
MSFT
+$1.11M
5
BK icon
Bank of New York Mellon
BK
+$765K

Sector Composition

1 Utilities 18.15%
2 Industrials 16.36%
3 Energy 14.51%
4 Financials 13.03%
5 Communication Services 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12K 0.01%
690
-257
52
$7K 0.01%
67
-267
53
$6K 0.01%
111
+2
54
$1K ﹤0.01%
+18
1 2
3