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
51
$1M 0.23%
21,436
+6,543
52
$980K 0.22%
9,264
+236
53
$973K 0.22%
23,049
-10,682
54
$949K 0.22%
17,658
+4,500
55
$941K 0.22%
+27,000
56
$904K 0.21%
4
-1
57
$865K 0.2%
9,079
+1
58
$861K 0.2%
5,402
-1,153
59
$838K 0.19%
8,863
-3,904
60
$835K 0.19%
14,137
-1,272
61
$830K 0.19%
6,043
-2,371
62
$798K 0.18%
7,135
+428
63
$796K 0.18%
28,528
+6,172
64
$786K 0.18%
14,523
-3,305
65
$779K 0.18%
11,277
-117
66
$775K 0.18%
8,273
-4,848
67
$774K 0.18%
49,928
-976
68
$768K 0.18%
30,259
-2,926
69
$768K 0.18%
15,591
-2,302
70
$735K 0.17%
25,336
-2,814
71
$734K 0.17%
40,270
+4,034
72
$719K 0.16%
14,948
-90
73
$717K 0.16%
8,482
+1,738
74
$707K 0.16%
17,932
+360
75
$701K 0.16%
7,438
+478
1 2
3
4 5