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
351
$596K 0.02%
6,989
+924
352
$595K 0.02%
3,623
+91
353
$583K 0.02%
12,927
-206
354
$580K 0.02%
+2,565
355
$577K 0.02%
15,230
+97
356
$572K 0.02%
+5,199
357
$569K 0.02%
821
-138
358
$568K 0.02%
11,177
+7
359
$564K 0.02%
14,807
+2,882
360
$555K 0.02%
9,174
+2,302
361
$552K 0.02%
2,944
+1,128
362
$544K 0.02%
8,574
+961
363
$543K 0.02%
7,958
+1,850
364
$543K 0.02%
4,652
+32
365
$542K 0.02%
+4,734
366
$541K 0.02%
20,936
+7,488
367
$540K 0.02%
10,216
368
$539K 0.02%
4,586
+169
369
$539K 0.02%
+10,419
370
$537K 0.02%
1,945
+221
371
$537K 0.02%
8,258
-3,133
372
$532K 0.02%
6,318
+976
373
$528K 0.02%
5,038
+98
374
$528K 0.02%
+5,695
375
$528K 0.02%
+15,604
13 14
15
16 17