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
$619M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.23M
3
+$1.49M
4
NFLX icon
Netflix
NFLX
+$1.38M
5
LMT icon
Lockheed Martin
LMT
+$1.09M

Top Sells

1
+$7.67M
2
+$1.12M
3
+$907K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$756K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$574K

Sector Composition

1 Consumer Discretionary 25.7%
2 Technology 6.86%
3 Communication Services 3.56%
4 Industrials 3.11%
5 Healthcare 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$248K 0.04%
11,765
+25
202
$241K 0.04%
3,340
-201
203
$237K 0.04%
16,750
204
$237K 0.04%
+3,430
205
$233K 0.04%
+6,239
206
$233K 0.04%
+2,253
207
$232K 0.04%
2,403
-384
208
$230K 0.04%
+9,955
209
$229K 0.04%
6,437
+22
210
$222K 0.04%
4,663
-32
211
$222K 0.04%
+1,850
212
$220K 0.04%
1,941
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213
$215K 0.03%
4,892
+138
214
$214K 0.03%
2,967
215
$214K 0.03%
6,988
+304
216
$209K 0.03%
1,600
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217
$207K 0.03%
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218
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+2,942
219
$204K 0.03%
+1,861
220
$202K 0.03%
+2,111
221
$200K 0.03%
+2,053
222
$192K 0.03%
10,549
+350
223
$182K 0.03%
21,953
224
$150K 0.02%
13,106
225
$148K 0.02%
12,275
-418
6 7 8
9
10