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
251
$214K 0.03%
+3,223
252
$213K 0.03%
+1,368
253
$212K 0.03%
+2,673
254
$211K 0.03%
+1,108
255
$208K 0.03%
+3,396
256
$207K 0.03%
+1,896
257
$207K 0.03%
+2,654
258
$201K 0.03%
+2,130
259
$196K 0.03%
+17,890
260
$182K 0.03%
+1,101
261
$176K 0.02%
10,717
262
$164K 0.02%
+10,449
263
$160K 0.02%
+43,645
264
$154K 0.02%
+5,590
265
$153K 0.02%
+13,707
266
$130K 0.02%
+2,697
267
$102K 0.01%
+50,226
268
$91K 0.01%
+11,037
269
$87K 0.01%
+19,856
270
$62K 0.01%
+5,713
271
$46K 0.01%
+11,286
272
$43K 0.01%
+12,295
273
$20K ﹤0.01%
+21,505
274
$16K ﹤0.01%
+102
275
$14K ﹤0.01%
+3,333
8 9 10
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