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
51
$43K 0.03%
528
+6
52
$40K 0.03%
902
+472
53
$26K 0.02%
549
+511
54
$14K 0.01%
335
-9
55
$8K 0.01%
1,189
-264
56
$4K ﹤0.01%
78
+3
57
$1K ﹤0.01%
+78
58
– –
-12,789
1 2
3