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
126
$367K 0.08%
3,298
+637
127
$366K 0.08%
4,438
+1,015
128
$365K 0.08%
+20,000
129
$356K 0.08%
12,447
-26,799
130
$353K 0.08%
4,922
+298
131
$351K 0.08%
5,090
-247
132
$351K 0.08%
8,169
-208
133
$350K 0.08%
6,000
-400
134
$347K 0.08%
4,588
-189
135
$341K 0.08%
5,208
+172
136
$332K 0.08%
6,565
-821
137
$332K 0.08%
6,474
+489
138
$330K 0.08%
4,074
+59
139
$325K 0.07%
2,591
+3
140
$320K 0.07%
4,163
-3,005
141
$316K 0.07%
3,694
-4,069
142
$311K 0.07%
16,797
+628
143
$311K 0.07%
12,553
144
$309K 0.07%
3,360
-280
145
$307K 0.07%
3,829
+16
146
$300K 0.07%
9,299
-4,226
147
$298K 0.07%
6,441
+192
148
$292K 0.07%
4,026
-6,162
149
$292K 0.07%
3,043
150
$291K 0.07%
2,197
-1,822
4 5
6
7 8