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
276
$926K 0.03%
17,702
+6,954
277
$919K 0.03%
10,297
+117
278
$916K 0.03%
13,082
+922
279
$910K 0.03%
22,568
-1,066
280
$901K 0.03%
11,661
+3,262
281
$901K 0.03%
4,284
+3,001
282
$899K 0.03%
8,524
+4,904
283
$888K 0.03%
15,588
+11,760
284
$874K 0.03%
14,631
+7,025
285
$872K 0.03%
4,245
+2,033
286
$867K 0.03%
3,700
+2,302
287
$863K 0.02%
7,806
+402
288
$851K 0.02%
6,494
+2,765
289
$835K 0.02%
7,688
+436
290
$833K 0.02%
13,652
-2,668
291
$822K 0.02%
6,080
+3,059
292
$820K 0.02%
+5,736
293
$816K 0.02%
14,215
+6,817
294
$813K 0.02%
3,392
+457
295
$802K 0.02%
9,363
+3,181
296
$801K 0.02%
5,710
+1,190
297
$795K 0.02%
1,828
-9
298
$794K 0.02%
4,177
+75
299
$789K 0.02%
3,277
+387
300
$787K 0.02%
10,341
+1,249
10 11
12
13 14