BJL
Brighton Jones LLC Portfolio holdings
AUM
$3.69B
1-Year Return
19.56%
This Quarter Return
-4.97%
1 Year Return
+19.56%
3 Year Return
+100.42%
5 Year Return
+136.99%
10 Year Return
+447.23%
AUM
$468M
AUM Growth
+$30.8M
(+7%)
Cap. Flow
+$65.9M
Cap. Flow
% of AUM
14.06%
Top 10 Holdings %
Top 10 Hldgs %
61.3%
Holding
213
New
25
Increased
99
Reduced
56
Closed
19
Top Buys
| 1 |
Amazon
AMZN
|
$30.3M |
| 2 |
MLPN
Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020
MLPN
|
$6.68M |
| 3 |
Accenture
ACN
|
$5.71M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$4.08M |
| 5 |
Microsoft
MSFT
|
$3.03M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$1.11M |
| 2 |
Intuitive Surgical
ISRG
|
$466K |
| 3 |
Ford
F
|
$419K |
| 4 |
HES
Hess
HES
|
$407K |
| 5 |
EQC
Equity Commonwealth
EQC
|
$385K |
Sector Composition
| 1 | Consumer Discretionary | 20.5% |
| 2 | Technology | 6.91% |
| 3 | Financials | 3.59% |
| 4 | Industrials | 3.04% |
| 5 | Healthcare | 2.63% |
