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
$437M
AUM Growth
-$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.68M
3
+$1.05M
4
NEWR
New Relic, Inc.
NEWR
+$941K
5
EQC
Equity Commonwealth
EQC
+$385K

Top Sells

1
+$4.53M
2
+$1.93M
3
+$1.47M
4
JNJ icon
Johnson & Johnson
JNJ
+$877K
5
PFE icon
Pfizer
PFE
+$815K

Sector Composition

1 Consumer Discretionary 11.31%
2 Technology 6.67%
3 Financials 4.24%
4 Industrials 3.13%
5 Healthcare 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.95M 0.45%
16,086
-4,900
27
$1.94M 0.45%
31,066
+1,780
28
$1.9M 0.44%
40,136
-18
29
$1.89M 0.43%
12,339
+1,092
30
$1.89M 0.43%
25,627
-670
31
$1.88M 0.43%
17,946
-727
32
$1.83M 0.42%
1,544
-1,235
33
$1.83M 0.42%
39,168
+780
34
$1.79M 0.41%
15,980
+9,336
35
$1.73M 0.4%
38,489
-6,542
36
$1.71M 0.39%
50,697
+241
37
$1.7M 0.39%
18,696
-6,289
38
$1.68M 0.38%
25,235
+1,519
39
$1.6M 0.37%
15,291
-8,384
40
$1.58M 0.36%
15,111
-163
41
$1.54M 0.35%
13,751
-3,453
42
$1.45M 0.33%
49,030
-27,574
43
$1.43M 0.33%
30,490
+2,244
44
$1.35M 0.31%
15,863
-673
45
$1.25M 0.29%
47,269
+4,031
46
$1.22M 0.28%
12,766
-1,962
47
$1.12M 0.26%
14,368
+952
48
$1.07M 0.25%
38,569
-2,546
49
$1.01M 0.23%
13,948
-709
50
$1.01M 0.23%
56,260
-5,889
1
2
3 4 5