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
126
$376K 0.08%
4,624
-32
127
$372K 0.08%
16,169
-571
128
$371K 0.08%
1,123
-22
129
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+4,578
130
$361K 0.08%
2,884
+810
131
$356K 0.08%
2,957
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132
$350K 0.08%
970
133
$349K 0.08%
5,576
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134
$346K 0.08%
5,337
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135
$342K 0.08%
6,416
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136
$338K 0.08%
7,560
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137
$333K 0.07%
51,825
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138
$333K 0.07%
4,891
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139
$331K 0.07%
13,525
-7,808
140
$328K 0.07%
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141
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142
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143
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144
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145
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146
$301K 0.07%
7,386
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147
$300K 0.07%
4,015
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148
$298K 0.07%
4,777
+197
149
$292K 0.07%
3,194
-51
150
$289K 0.06%
3,813
+13
4 5
6
7 8