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
$1.94B
AUM Growth
-$3.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$8.45M
3
+$4.03M
4
AAPL icon
Apple
AAPL
+$4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.79M

Top Sells

1
+$6.08M
2
+$2.63M
3
+$1.28M
4
DOCU icon
DocuSign
DOCU
+$1.03M
5
CHTR icon
Charter Communications
CHTR
+$862K

Sector Composition

1 Consumer Discretionary 33.01%
2 Technology 17.42%
3 Communication Services 9.05%
4 Financials 3.05%
5 Healthcare 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$485K 0.03%
8,950
+223
277
$481K 0.02%
10,894
-21
278
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1,933
+266
279
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280
$476K 0.02%
4,583
-7,671
281
$476K 0.02%
765
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282
$474K 0.02%
+2,521
283
$472K 0.02%
2,074
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284
$471K 0.02%
7,675
+1,359
285
$452K 0.02%
13,024
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286
$451K 0.02%
14,512
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287
$449K 0.02%
6,000
288
$449K 0.02%
6,803
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289
$445K 0.02%
2,835
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290
$441K 0.02%
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291
$438K 0.02%
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292
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293
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-195
294
$433K 0.02%
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295
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7,848
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296
$429K 0.02%
892
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297
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5,249
+1,164
298
$426K 0.02%
6,860
299
$423K 0.02%
1,767
+18
300
$422K 0.02%
+5,727
10 11
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