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
351
$303K 0.02%
61
352
$302K 0.02%
2,546
+30
353
$294K 0.02%
1,237
-3
354
$291K 0.02%
1,965
+75
355
$290K 0.01%
3,256
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356
$288K 0.01%
2,170
+32
357
$287K 0.01%
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358
$287K 0.01%
1,754
-38
359
$285K 0.01%
568
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360
$283K 0.01%
873
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361
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1,446
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362
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363
$282K 0.01%
2,933
-51
364
$281K 0.01%
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365
$279K 0.01%
+15,276
366
$279K 0.01%
4,612
-2
367
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368
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369
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2,324
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2,726
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372
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2,454
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373
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+3,571
374
$270K 0.01%
3,529
+314
375
$269K 0.01%
11,678
-9
13 14
15
16 17