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
$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
1
$32.4M 22.75%
459,932
+249,016
2
$15.6M 10.96%
286,756
-262,317
3
$8.66M 6.08%
215,251
-143,371
4
$7.63M 5.36%
268,182
-35,998
5
$7.31M 5.14%
92,035
+58,115
6
$7.21M 5.06%
184,096
+10,270
7
$6.08M 4.28%
219,837
-19,673
8
$5.57M 3.92%
20,508
-5,855
9
$5.35M 3.76%
115,426
+47,274
10
$4.77M 3.35%
234,678
+7,920
11
$4.38M 3.08%
37,918
+14,133
12
$3.9M 2.74%
98,668
-14,425
13
$3.15M 2.21%
21,871
+523
14
$2.82M 1.98%
72,200
-53,367
15
$2.62M 1.84%
138,658
-77,582
16
$2.54M 1.79%
57,440
-2,816
17
$2.2M 1.55%
92,844
-11,634
18
$2.04M 1.44%
126,103
+9,397
19
$1.52M 1.07%
23,599
-7,856
20
$1.46M 1.03%
54,037
-17,351
21
$1.23M 0.86%
12,649
-8,556
22
$1.08M 0.76%
70,038
+29,716
23
$989K 0.7%
13,675
+838
24
$937K 0.66%
16,240
-737
25
$886K 0.62%
14,183
-1,151
1
2 3