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
51
$1.03M 0.23%
5
52
$1.03M 0.23%
41,115
-3,490
53
$1M 0.22%
39,246
+18,900
54
$997K 0.22%
8,414
+2,366
55
$974K 0.22%
14,657
+235
56
$966K 0.22%
13,158
-2,808
57
$927K 0.21%
9,078
58
$924K 0.21%
17,828
+883
59
$921K 0.21%
6,555
-148
60
$900K 0.2%
9,028
61
$883K 0.2%
33,185
-1,853
62
$878K 0.2%
11,035
+3,075
63
$872K 0.2%
11,394
+1,277
64
$846K 0.19%
6,642
-28
65
$836K 0.19%
13,501
+2,984
66
$822K 0.18%
17,893
+1,996
67
$789K 0.18%
15,409
-60
68
$789K 0.18%
7,763
+2,481
69
$775K 0.17%
9,291
+332
70
$757K 0.17%
28,150
-2,786
71
$753K 0.17%
50,904
+901
72
$745K 0.17%
6,644
+1,683
73
$733K 0.16%
14,893
+18
74
$705K 0.16%
27,925
75
$704K 0.16%
14,082
+2,764
1 2
3
4 5