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
101
$511K 0.11%
4,805
-133
102
$508K 0.11%
4,592
103
$499K 0.11%
6,948
+58
104
$496K 0.11%
4,019
-10
105
$495K 0.11%
7,168
+3,256
106
$486K 0.11%
5,397
-1,058
107
$483K 0.11%
8,942
-58
108
$479K 0.11%
13,474
+84
109
$460K 0.1%
15,735
-275
110
$459K 0.1%
6,203
+20
111
$452K 0.1%
4,817
+906
112
$447K 0.1%
3,985
113
$444K 0.1%
5,070
-95
114
$444K 0.1%
+8,658
115
$444K 0.1%
8,000
116
$436K 0.1%
2,717
-21
117
$424K 0.1%
4,180
+550
118
$423K 0.1%
11,168
-3,900
119
$415K 0.09%
3,513
120
$410K 0.09%
+7,513
121
$400K 0.09%
6,860
122
$387K 0.09%
4,276
+17
123
$385K 0.09%
3,640
-251
124
$381K 0.09%
8,377
+55
125
$379K 0.09%
+8,218
3 4
5
6 7