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
$1.69B
AUM Growth
+$69.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$8.85M
3
+$4.46M
4
ONCT
Oncternal Therapeutics, Inc. Common Stock
ONCT
+$2.77M
5
SNOW icon
Snowflake
SNOW
+$2.68M

Top Sells

1
+$4.05M
2
+$3.6M
3
+$3.38M
4
ACN icon
Accenture
ACN
+$1.99M
5
META icon
Meta Platforms (Facebook)
META
+$1.59M

Sector Composition

1 Consumer Discretionary 34.22%
2 Technology 16.15%
3 Communication Services 8.23%
4 Healthcare 2.76%
5 Financials 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$379K 0.02%
3,370
+1,843
277
$371K 0.02%
+9,617
278
$369K 0.02%
3,887
+21
279
$369K 0.02%
627
280
$368K 0.02%
927
+13
281
$367K 0.02%
+13,512
282
$366K 0.02%
1,708
-9
283
$358K 0.02%
6,844
+272
284
$356K 0.02%
5,569
-2,046
285
$350K 0.02%
2,550
-24
286
$347K 0.02%
+1,847
287
$345K 0.02%
11,208
+49
288
$344K 0.02%
4,643
+1,229
289
$343K 0.02%
+4,769
290
$340K 0.02%
4,311
-27
291
$337K 0.02%
+3,215
292
$334K 0.02%
3,091
-394
293
$330K 0.02%
5,166
+201
294
$330K 0.02%
3,280
+721
295
$327K 0.02%
3,666
296
$327K 0.02%
911
+3
297
$326K 0.02%
1,496
+33
298
$326K 0.02%
3,816
-230
299
$321K 0.02%
+17,544
300
$320K 0.02%
5,068
+5
10 11
12
13 14