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
51
$36K 0.03%
2,374
-2,017
52
$26K 0.02%
573
-4,544
53
$19K 0.01%
263
-59
54
$19K 0.01%
591
-218
55
$13K 0.01%
262
-139
56
$13K 0.01%
302
57
$10K 0.01%
262
-132
58
– –
-36,570
59
– –
-9,611
1 2
3