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
$118M
AUM Growth
+$532K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$17.9M
2 +$945K
3 +$497K
4
TRN icon
Trinity Industries
TRN
+$283K
5
BUD icon
AB InBev
BUD
+$211K

Top Sells

1 +$7.59M
2 +$2.18M
3 +$1.35M
4
CMCSA icon
Comcast
CMCSA
+$790K
5
BK icon
Bank of New York Mellon
BK
+$668K

Sector Composition

1 Healthcare 18.38%
2 Industrials 16.08%
3 Energy 14.53%
4 Utilities 12.43%
5 Financials 11.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$21K 0.02%
274
-26
52
$16K 0.01%
1,126
+12
53
$2K ﹤0.01%
77
-91
54
-15
55
-35,697