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
326
$334K 0.02%
5,965
+24
327
$334K 0.02%
5,285
+119
328
$334K 0.02%
+9,109
329
$333K 0.02%
+12,640
330
$333K 0.02%
4,300
+660
331
$332K 0.02%
9,856
-44
332
$328K 0.02%
1,649
333
$326K 0.02%
4,030
334
$325K 0.02%
5,398
+26
335
$324K 0.02%
590
+71
336
$324K 0.02%
7,326
+35
337
$320K 0.02%
399
+13
338
$316K 0.02%
13,086
+1,075
339
$316K 0.02%
5,337
+1,578
340
$314K 0.02%
21,106
+1,579
341
$314K 0.02%
+9,308
342
$314K 0.02%
1,643
+108
343
$314K 0.02%
5,679
+95
344
$312K 0.02%
5,884
+5
345
$311K 0.02%
9,730
-348
346
$311K 0.02%
2,318
+117
347
$311K 0.02%
556
+74
348
$308K 0.02%
1,858
+312
349
$305K 0.02%
25,272
+6,016
350
$304K 0.02%
+7,448
12 13
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