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
$619M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.23M
3
+$1.49M
4
NFLX icon
Netflix
NFLX
+$1.38M
5
LMT icon
Lockheed Martin
LMT
+$1.09M

Top Sells

1
+$7.67M
2
+$1.12M
3
+$907K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$756K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$574K

Sector Composition

1 Consumer Discretionary 25.7%
2 Technology 6.86%
3 Communication Services 3.56%
4 Industrials 3.11%
5 Healthcare 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.46M 0.24%
13,797
-261
52
$1.39M 0.22%
35,859
+6,334
53
$1.38M 0.22%
+139,900
54
$1.33M 0.22%
52,399
-7,799
55
$1.31M 0.21%
40,762
-1,426
56
$1.29M 0.21%
34,238
+5,407
57
$1.26M 0.2%
31,340
+4,660
58
$1.25M 0.2%
10,655
+47
59
$1.25M 0.2%
15,750
-84
60
$1.25M 0.2%
13,430
+146
61
$1.23M 0.2%
11,134
+42
62
$1.23M 0.2%
8,333
+740
63
$1.2M 0.19%
14,273
64
$1.18M 0.19%
22,794
+11,958
65
$1.18M 0.19%
20,005
+958
66
$1.17M 0.19%
30,120
+2,460
67
$1.17M 0.19%
27,171
-118
68
$1.16M 0.19%
37,982
+190
69
$1.15M 0.19%
13,906
-144
70
$1.15M 0.19%
36,158
-144
71
$1.1M 0.18%
19,676
-404
72
$1.09M 0.18%
+4,567
73
$1.07M 0.17%
20,496
+889
74
$1.06M 0.17%
4,473
+924
75
$1.03M 0.17%
33,728
-2,600
1 2
3
4 5