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
326
$354K 0.02%
3,513
-264
327
$353K 0.02%
894
+422
328
$353K 0.02%
9,895
+2,355
329
$353K 0.02%
9,707
+90
330
$352K 0.02%
3,348
+841
331
$350K 0.02%
1,484
-15
332
$350K 0.02%
7,326
333
$349K 0.02%
7,448
+57
334
$347K 0.02%
5,288
335
$345K 0.02%
882
+11
336
$343K 0.02%
6,852
+569
337
$342K 0.02%
4,528
-21
338
$338K 0.02%
5,041
-10,574
339
$335K 0.02%
2,045
+291
340
$335K 0.02%
2,577
+407
341
$334K 0.02%
4,930
-4,040
342
$334K 0.02%
3,171
-36
343
$332K 0.02%
10,073
+217
344
$331K 0.02%
9,074
-35
345
$330K 0.02%
1,504
+240
346
$328K 0.02%
1,654
+5
347
$327K 0.02%
2,925
+451
348
$326K 0.02%
25,272
349
$325K 0.02%
22,985
+1,879
350
$324K 0.02%
+5,846
12 13
14
15 16