BJL
Brighton Jones LLC Portfolio holdings
AUM
$3.69B
1-Year Return
19.56%
This Quarter Return
+9.1%
1 Year Return
+19.56%
3 Year Return
+100.42%
5 Year Return
+136.99%
10 Year Return
+447.23%
AUM
$566M
AUM Growth
+$22.4M
(+4.1%)
Cap. Flow
-$17.4M
Cap. Flow
% of AUM
-3.07%
Top 10 Holdings %
Top 10 Hldgs %
61.97%
Holding
219
New
9
Increased
70
Reduced
107
Closed
16
Top Buys
| 1 |
Amazon
AMZN
|
$11.8M |
| 2 |
SWIR
Sierra Wireless
SWIR
|
$5.27M |
| 3 |
MLPN
Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020
MLPN
|
$3.71M |
| 4 |
Apple
AAPL
|
$1.38M |
| 5 |
Oracle
ORCL
|
$911K |
Top Sells
| 1 |
JPMorgan Chase
JPM
|
$29.8M |
| 2 |
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
|
$1.53M |
| 3 |
iShares Russell 3000 ETF
IWV
|
$1.5M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$1.44M |
| 5 |
iShares Russell 1000 ETF
IWB
|
$1.33M |
Sector Composition
| 1 | Consumer Discretionary | 25.21% |
| 2 | Technology | 6.11% |
| 3 | Communication Services | 2.77% |
| 4 | Financials | 2.75% |
| 5 | Industrials | 2.75% |
