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
$3.46B
AUM Growth
+$801M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$166M
2
+$87.1M
3
+$17.3M
4
ORCL icon
Oracle
ORCL
+$16.7M
5
PFE icon
Pfizer
PFE
+$16.4M

Top Sells

1
+$9.94M
2
+$1.86M
3
+$1.66M
4
SYY icon
Sysco
SYY
+$1.63M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.47M

Sector Composition

1 Consumer Discretionary 29.06%
2 Technology 22.82%
3 Communication Services 4.41%
4 Financials 4.07%
5 Healthcare 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.03M 0.03%
3,736
+318
252
$1.03M 0.03%
10,397
-3,587
253
$1.03M 0.03%
10,090
-521
254
$1.03M 0.03%
5,383
+2
255
$1.03M 0.03%
8,531
+2,023
256
$1.02M 0.03%
14,189
+1,659
257
$1.02M 0.03%
32,620
+5,425
258
$1.02M 0.03%
23,581
+14,093
259
$1.02M 0.03%
+3,402
260
$1.01M 0.03%
3,513
+9
261
$1M 0.03%
11,290
+1,291
262
$999K 0.03%
27,147
+5,711
263
$991K 0.03%
+4,321
264
$985K 0.03%
3,384
-20
265
$981K 0.03%
5,885
-2,666
266
$978K 0.03%
10,601
+1,095
267
$976K 0.03%
10,327
+221
268
$967K 0.03%
9,984
+7,030
269
$962K 0.03%
15,733
+3,373
270
$962K 0.03%
10,578
+450
271
$958K 0.03%
481
+302
272
$952K 0.03%
28,185
+3
273
$945K 0.03%
3,260
+412
274
$939K 0.03%
31,764
-5,333
275
$927K 0.03%
3,638
+1,200
9 10
11
12 13