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
176
$232K 0.05%
4,595
-19
177
$232K 0.05%
2,132
-13
178
$232K 0.05%
3,569
+41
179
$232K 0.05%
3,398
-71
180
$231K 0.05%
1,883
181
$227K 0.05%
2,197
+23
182
$227K 0.05%
2,471
+231
183
$226K 0.05%
4,139
+124
184
$226K 0.05%
2,420
-898
185
$217K 0.05%
3,155
-24
186
$216K 0.05%
+9,220
187
$215K 0.05%
3,147
-248
188
$213K 0.05%
1,772
189
$211K 0.05%
+10,367
190
$208K 0.05%
4,734
-15
191
$204K 0.05%
+3,257
192
$204K 0.05%
2,363
193
$203K 0.05%
+1,601
194
$202K 0.05%
+2,024
195
$201K 0.05%
6,340
+10
196
$201K 0.05%
2,252
-239
197
$171K 0.04%
16,750
198
$167K 0.04%
10,199
199
$160K 0.04%
12,553
-1,000
200
$146K 0.03%
2,667
-5,333
5 6 7
8
9