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
351
$251K 0.01%
+10,593
352
$251K 0.01%
7,054
-166
353
$248K 0.01%
4,070
+165
354
$247K 0.01%
4,614
-472
355
$247K 0.01%
1,897
+22
356
$246K 0.01%
+1,546
357
$244K 0.01%
2,717
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358
$243K 0.01%
6,079
+14
359
$242K 0.01%
3,092
+288
360
$242K 0.01%
+3,539
361
$239K 0.01%
19,527
+5,072
362
$237K 0.01%
1,843
+15
363
$237K 0.01%
3,640
+250
364
$237K 0.01%
1,709
-7
365
$236K 0.01%
+3,556
366
$232K 0.01%
2,494
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368
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3,797
-794
369
$228K 0.01%
+2,505
370
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482
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371
$227K 0.01%
4,030
-2,470
372
$226K 0.01%
15,051
+904
373
$226K 0.01%
+2,413
374
$225K 0.01%
+1,936
375
$225K 0.01%
3,613
+88
13 14
15
16 17