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
$169M
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$17.6M
3
+$1.74M
4
BMS
Bemis
BMS
+$1.41M
5
D icon
Dominion Energy
D
+$1.36M

Top Sells

1
+$13.1M
2
+$1.23M
3
+$772K
4
MPC icon
Marathon Petroleum
MPC
+$616K
5
BUD icon
AB InBev
BUD
+$206K

Sector Composition

1 Healthcare 40.14%
2 Industrials 11.26%
3 Financials 10.11%
4 Energy 9.4%
5 Utilities 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.9M 21.89%
+549,073
2
$17.6M 10.44%
+358,622
3
$14.1M 8.37%
210,916
+20,393
4
$9.2M 5.46%
239,510
+7,256
5
$9.15M 5.43%
304,180
+31,164
6
$8M 4.75%
26,363
-43,272
7
$7.29M 4.33%
173,826
-4,521
8
$5.19M 3.08%
226,758
-2,613
9
$5.09M 3.02%
113,093
+31,348
10
$4.67M 2.77%
125,567
+30,930
11
$4.5M 2.67%
216,240
+83,720
12
$4.41M 2.62%
36,570
-1,704
13
$3.64M 2.16%
21,348
+1,914
14
$3.56M 2.12%
68,152
-11,768
15
$2.66M 1.58%
60,256
+7,917
16
$2.48M 1.47%
104,478
-32,526
17
$2.47M 1.47%
23,785
+76
18
$2.38M 1.41%
116,706
-2,988
19
$2.19M 1.3%
33,920
-2,062
20
$2.06M 1.22%
21,205
+6,869
21
$1.9M 1.12%
31,455
+17,523
22
$1.73M 1.02%
71,388
+1,627
23
$1.47M 0.87%
54,501
-45,527
24
$1.09M 0.65%
16,875
-598
25
$1.07M 0.63%
40,322
-3,065
1
2 3