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
151
$277K 0.06%
2,021
152
$267K 0.06%
2,464
+66
153
$266K 0.06%
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154
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$261K 0.06%
3,661
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156
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5,397
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157
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4,205
-1,371
158
$255K 0.06%
1,466
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159
$253K 0.06%
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160
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161
$252K 0.06%
2,656
-363
162
$250K 0.06%
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163
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30,636
+138
164
$249K 0.06%
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165
$248K 0.06%
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166
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3,163
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169
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170
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2,842
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171
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2,720
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172
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2,521
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173
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2,733
-1,447
174
$221K 0.05%
2,916
-341
175
$220K 0.05%
1,601
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7
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