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
$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
1
$17.2M 13.73%
231,732
-13,549
2
$12.8M 10.24%
203,632
+33,998
3
$7.13M 5.68%
214,858
-11,156
4
$7.01M 5.59%
175,907
-6,668
5
$6.18M 4.93%
270,192
-59,973
6
$5.88M 4.69%
254,402
+3,357
7
$5.8M 4.63%
137,264
+17,154
8
$5.73M 4.57%
112,290
+21,870
9
$4.87M 3.89%
121,281
+10,230
10
$4.8M 3.83%
20,834
+1,191
11
$4.43M 3.53%
109,173
+31,278
12
$3.56M 2.84%
61,896
-9,741
13
$3.52M 2.81%
20,177
-470
14
$3.21M 2.56%
146,504
+17,326
15
$3.06M 2.44%
24,479
+6,424
16
$2.77M 2.21%
42,130
+331
17
$2.62M 2.09%
128,010
+1,984
18
$2.43M 1.94%
36,838
+696
19
$2.35M 1.87%
17,450
-6,297
20
$2.31M 1.85%
31,826
+4,355
21
$1.82M 1.45%
24,419
-6,117
22
$1.71M 1.37%
43,604
-5,489
23
$1.31M 1.04%
63,748
+682
24
$1.24M 0.99%
45,576
-1,376
25
$1.15M 0.92%
18,352
-6,348
1
2 3