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
76
$697K 0.16%
12,066
+4,844
77
$694K 0.16%
17,572
+196
78
$689K 0.15%
17,832
+1,242
79
$671K 0.15%
15,038
-102
80
$644K 0.14%
5,490
81
$636K 0.14%
6,707
+49
82
$634K 0.14%
6,726
83
$633K 0.14%
6,142
+1,431
84
$629K 0.14%
5,804
-312
85
$622K 0.14%
15,440
+2,282
86
$622K 0.14%
14,868
-768
87
$620K 0.14%
6,960
+1,175
88
$620K 0.14%
7,339
+77
89
$612K 0.14%
10,188
90
$609K 0.14%
8,353
+1,714
91
$609K 0.14%
8,142
-119
92
$597K 0.13%
22,356
-2,696
93
$589K 0.13%
8,514
94
$584K 0.13%
+36,236
95
$577K 0.13%
7,472
-26
96
$564K 0.13%
7,046
+2
97
$560K 0.13%
13,456
+4,689
98
$548K 0.12%
6,744
+772
99
$543K 0.12%
8,483
-4,000
100
$522K 0.12%
19,090
+1,205
2 3
4
5 6