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
$709M
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$79.1M
2
+$46.3M
3
+$9.15M
4
META icon
Meta Platforms (Facebook)
META
+$6.59M
5
SBUX icon
Starbucks
SBUX
+$6.24M

Top Sells

1
+$1.9M
2
+$926K
3
+$820K
4
CEB
CEB Inc.
CEB
+$600K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$508K

Sector Composition

1 Consumer Discretionary 26.21%
2 Technology 7.62%
3 Communication Services 3.96%
4 Financials 3.17%
5 Healthcare 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$240K 0.03%
7,085
+1,075
227
$238K 0.03%
1,954
+5
228
$236K 0.03%
+969
229
$236K 0.03%
+13,606
230
$236K 0.03%
3,038
-314
231
$234K 0.03%
+1,873
232
$234K 0.03%
+2,814
233
$232K 0.03%
+4,613
234
$232K 0.03%
+4,642
235
$231K 0.03%
2,953
236
$229K 0.03%
+4,189
237
$227K 0.03%
1,706
+55
238
$226K 0.03%
+4,339
239
$226K 0.03%
+11,082
240
$226K 0.03%
3,196
+191
241
$225K 0.03%
4,278
-23
242
$225K 0.03%
+1,343
243
$224K 0.03%
+2,016
244
$224K 0.03%
+1,814
245
$222K 0.03%
+5,738
246
$221K 0.03%
+6,666
247
$221K 0.03%
+4,334
248
$220K 0.03%
+2,426
249
$216K 0.03%
4,757
-313
250
$216K 0.03%
5,218
-416
8 9
10
11 12