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
376
$527K 0.02%
4,185
+279
377
$525K 0.02%
1,545
+655
378
$525K 0.02%
16,254
+849
379
$518K 0.02%
1,509
+879
380
$517K 0.01%
2,658
+476
381
$516K 0.01%
+10,153
382
$514K 0.01%
3,448
+1,169
383
$514K 0.01%
1,825
+207
384
$511K 0.01%
+6,646
385
$511K 0.01%
+6,815
386
$506K 0.01%
13,606
+1,847
387
$506K 0.01%
3,152
+18
388
$502K 0.01%
+13,686
389
$502K 0.01%
8,757
390
$501K 0.01%
9,582
-4,836
391
$500K 0.01%
3,420
+294
392
$498K 0.01%
12,414
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393
$497K 0.01%
+1,933
394
$497K 0.01%
18,858
+1,595
395
$496K 0.01%
+13,798
396
$493K 0.01%
708
+7
397
$491K 0.01%
2,464
-305
398
$490K 0.01%
99,544
+161
399
$489K 0.01%
9,081
+3,553
400
$487K 0.01%
1,683
+24
14 15
16
17 18