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
351
$324K 0.02%
5,424
+26
352
$324K 0.02%
410
+11
353
$321K 0.02%
6,294
+1,660
354
$320K 0.02%
6,041
+157
355
$310K 0.02%
5,377
+92
356
$310K 0.02%
17,045
357
$310K 0.02%
2,328
+10
358
$310K 0.02%
3,128
+3
359
$309K 0.02%
2,195
+293
360
$306K 0.02%
14,115
-372
361
$305K 0.02%
1,528
-115
362
$305K 0.02%
1,794
-1,472
363
$304K 0.02%
5,989
+24
364
$302K 0.02%
1,259
+22
365
$297K 0.02%
2,586
+40
366
$296K 0.02%
4,420
+259
367
$294K 0.02%
4,764
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368
$292K 0.02%
61
369
$291K 0.02%
1,018
-65
370
$289K 0.01%
11,678
371
$286K 0.01%
3,552
-128
372
$285K 0.01%
4,000
373
$285K 0.01%
12,895
+695
374
$284K 0.01%
+9,000
375
$282K 0.01%
7,588
+140
13 14
15
16 17