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
151
$288K 0.06%
3,043
-2,508
152
$288K 0.06%
2,435
153
$284K 0.06%
5,985
154
$283K 0.06%
+1,539
155
$282K 0.06%
+5,036
156
$280K 0.06%
3,423
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157
$275K 0.06%
+2,021
158
$273K 0.06%
6,249
159
$264K 0.06%
16,290
-750
160
$262K 0.06%
6,135
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161
$262K 0.06%
+2,661
162
$261K 0.06%
2,831
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163
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164
$258K 0.06%
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165
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166
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167
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168
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$250K 0.06%
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170
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5,506
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30,498
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174
$234K 0.05%
1,447
-32
175
$234K 0.05%
1,798
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