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
101
$503K 0.12%
13,566
+92
102
$500K 0.11%
7,643
-4,423
103
$498K 0.11%
6,747
+21
104
$493K 0.11%
8,388
-270
105
$491K 0.11%
5,703
-500
106
$468K 0.11%
3,300
+416
107
$449K 0.1%
3,513
108
$447K 0.1%
11,204
+36
109
$445K 0.1%
12,327
-3,113
110
$443K 0.1%
3,838
-2,304
111
$439K 0.1%
8,000
112
$437K 0.1%
6,660
+244
113
$437K 0.1%
10,116
+3,981
114
$425K 0.1%
3,020
+823
115
$412K 0.09%
4,372
-433
116
$409K 0.09%
4,299
+23
117
$404K 0.09%
6,860
118
$396K 0.09%
51,825
119
$395K 0.09%
7,501
-59
120
$392K 0.09%
2,021
+482
121
$385K 0.09%
+15,000
122
$377K 0.09%
12,675
-3,060
123
$375K 0.09%
5,342
+451
124
$371K 0.09%
8,241
-5,215
125
$368K 0.08%
6,649
-864
3 4
5
6 7