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
376
$269K 0.01%
+6,845
377
$269K 0.01%
4,114
+44
378
$268K 0.01%
+9,868
379
$264K 0.01%
4,168
+24
380
$263K 0.01%
3,680
+12
381
$263K 0.01%
+11,279
382
$263K 0.01%
+3,874
383
$263K 0.01%
+4,661
384
$261K 0.01%
9,995
+495
385
$261K 0.01%
8,140
-92
386
$260K 0.01%
2,093
-1,277
387
$259K 0.01%
+1,083
388
$259K 0.01%
6,973
+271
389
$258K 0.01%
4,264
+651
390
$258K 0.01%
5,272
+111
391
$257K 0.01%
2,507
+2
392
$257K 0.01%
+1,476
393
$257K 0.01%
1,644
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394
$256K 0.01%
3,125
+5
395
$254K 0.01%
3,136
+44
396
$252K 0.01%
1,166
+180
397
$251K 0.01%
+3,841
398
$250K 0.01%
10,593
399
$250K 0.01%
2,919
+427
400
$247K 0.01%
5,563
-96
14 15
16
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