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
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$10.1M
3
+$6.88M
4
MSFT icon
Microsoft
MSFT
+$6.67M
5
AAPL icon
Apple
AAPL
+$3.54M

Top Sells

1
+$9.17M
2
+$2.18M
3
+$1.6M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.52M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.41M

Sector Composition

1 Consumer Discretionary 33.7%
2 Technology 16.62%
3 Communication Services 9.92%
4 Financials 2.69%
5 Healthcare 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$388K 0.02%
6,316
302
$383K 0.02%
1,273
-6
303
$377K 0.02%
1,264
-231
304
$374K 0.02%
939
+28
305
$373K 0.02%
4,085
+269
306
$372K 0.02%
+11,196
307
$370K 0.02%
4,549
+238
308
$367K 0.02%
6,494
+1,603
309
$367K 0.02%
7,263
+942
310
$367K 0.02%
1,499
+3
311
$366K 0.02%
4,634
-9
312
$365K 0.02%
942
-250
313
$363K 0.02%
17,045
-14,745
314
$361K 0.02%
1,753
+45
315
$359K 0.02%
5,076
+1,330
316
$357K 0.02%
11,247
+39
317
$356K 0.02%
+7,391
318
$355K 0.02%
3,466
-200
319
$353K 0.02%
3,073
-18
320
$351K 0.02%
9,617
321
$350K 0.02%
5,910
+188
322
$350K 0.02%
+3,169
323
$341K 0.02%
+4,161
324
$340K 0.02%
14,487
-1,971
325
$340K 0.02%
3,207
+33
11 12
13
14 15