BJL

Brighton Jones LLC Portfolio holdings

AUM $4.17B
1-Year Est. Return 23.24%
This Quarter Est. Return
1 Year Est. Return
+23.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$445M
AUM Growth
+$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$4.84M
2
+$1.76M
3
+$1.29M
4
SWIR
Sierra Wireless
SWIR
+$1.07M
5
JNJ icon
Johnson & Johnson
JNJ
+$617K

Top Sells

1
+$3.84M
2
+$1.82M
3
+$1.26M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.17M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$730K

Sector Composition

1 Consumer Discretionary 11.44%
2 Technology 6.05%
3 Financials 4.05%
4 Healthcare 3.64%
5 Industrials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 0.47%
24,985
+3,685
27
$2.05M 0.46%
17,204
+1,730
28
$2.04M 0.46%
11,247
+251
29
$2M 0.45%
52,984
-13,188
30
$1.98M 0.45%
18,171
+937
31
$1.84M 0.41%
26,297
+2,213
32
$1.76M 0.4%
29,286
+7,064
33
$1.74M 0.39%
8,812
+992
34
$1.73M 0.39%
50,456
-30
35
$1.72M 0.39%
45,031
+1,995
36
$1.71M 0.38%
18,673
+6,477
37
$1.7M 0.38%
38,388
+30
38
$1.53M 0.34%
15,274
+305
39
$1.44M 0.32%
33,731
+5,794
40
$1.36M 0.31%
23,716
-3,063
41
$1.31M 0.29%
14,728
+18
42
$1.29M 0.29%
+2,779
43
$1.27M 0.28%
28,246
-2,670
44
$1.26M 0.28%
43,238
-12,274
45
$1.24M 0.28%
13,121
+944
46
$1.24M 0.28%
16,536
-1,073
47
$1.19M 0.27%
12,767
+4,032
48
$1.07M 0.24%
+40,154
49
$1.06M 0.24%
62,149
+9,233
50
$1.06M 0.24%
13,416
-662
1
2
3 4 5