BJL

Brighton Jones LLC Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
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
+$3.93M
2
+$3.84M
3
+$1.05M
4
NEWR
New Relic, Inc.
NEWR
+$883K
5
EQC
Equity Commonwealth
EQC
+$383K

Top Sells

1
+$4.43M
2
+$1.89M
3
+$884K
4
BLUE
bluebird bio
BLUE
+$825K
5
PFE icon
Pfizer
PFE
+$791K

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
76
$683K 0.16%
5,731
-73
77
$679K 0.16%
5,499
+9
78
$669K 0.15%
8,483
79
$661K 0.15%
6,860
-4,175
80
$657K 0.15%
5,058
-1,584
81
$632K 0.14%
8,699
+185
82
$631K 0.14%
14,027
-841
83
$622K 0.14%
7,459
-894
84
$621K 0.14%
27,925
85
$620K 0.14%
13,248
-834
86
$619K 0.14%
5,334
+1,349
87
$613K 0.14%
7,352
-120
88
$610K 0.14%
7,627
+581
89
$602K 0.14%
20,775
+1,685
90
$591K 0.14%
7,302
+354
91
$578K 0.13%
16,374
-1,458
92
$563K 0.13%
6,663
-676
93
$543K 0.12%
4,657
+65
94
$540K 0.12%
9,633
+691
95
$538K 0.12%
7,456
-6,045
96
$529K 0.12%
6,499
-2,792
97
$519K 0.12%
4,904
+87
98
$509K 0.12%
5,430
+33
99
$508K 0.12%
6,835
-1,307
100
$506K 0.12%
5,440
+370
2 3
4
5 6