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
301
$320K 0.02%
9,900
-648
302
$318K 0.02%
5,941
-243
303
$316K 0.02%
1,279
-61
304
$315K 0.02%
+209
305
$309K 0.02%
1,792
-1,611
306
$308K 0.02%
5,372
+22
307
$305K 0.02%
5,584
+355
308
$305K 0.02%
1,649
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309
$304K 0.02%
3,174
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310
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+4,358
311
$301K 0.02%
2,467
-55
312
$301K 0.02%
8,150
+15
313
$299K 0.02%
780
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314
$299K 0.02%
1,535
+32
315
$298K 0.02%
10,078
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316
$297K 0.02%
+4,665
317
$294K 0.02%
1,240
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318
$290K 0.02%
24,702
319
$289K 0.02%
5,879
-5,303
320
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7,291
321
$287K 0.02%
61
322
$286K 0.02%
2,201
+7
323
$282K 0.02%
+6,321
324
$281K 0.02%
3,336
-69
325
$281K 0.02%
2,516
+635
11 12
13
14 15