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
326
$689K 0.02%
4,661
+2,437
327
$678K 0.02%
+5,578
328
$675K 0.02%
948
+686
329
$672K 0.02%
8,505
-630
330
$670K 0.02%
+6,911
331
$669K 0.02%
11,092
-394
332
$661K 0.02%
7,269
+1,285
333
$660K 0.02%
+11,518
334
$658K 0.02%
8,586
-509
335
$656K 0.02%
+24,022
336
$648K 0.02%
2,633
+1,255
337
$645K 0.02%
23,293
+28
338
$645K 0.02%
12,247
+90
339
$645K 0.02%
7,630
+101
340
$638K 0.02%
+17,563
341
$638K 0.02%
+3,110
342
$636K 0.02%
7,248
+100
343
$634K 0.02%
16,873
+748
344
$626K 0.02%
4,663
+270
345
$626K 0.02%
+54,328
346
$622K 0.02%
+27,277
347
$622K 0.02%
76
+31
348
$610K 0.02%
23,950
-12,668
349
$599K 0.02%
10,572
+539
350
$599K 0.02%
6,153
+2,666
12 13
14
15 16