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
401
$246K 0.01%
1,737
+281
402
$245K 0.01%
7,113
+59
403
$244K 0.01%
15,105
+54
404
$244K 0.01%
+4,682
405
$244K 0.01%
+3,220
406
$242K 0.01%
+22,247
407
$239K 0.01%
+2,660
408
$238K 0.01%
2,913
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409
$237K 0.01%
12,200
+20
410
$237K 0.01%
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411
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1,323
+3
412
$235K 0.01%
3,546
-10
413
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2,851
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414
$235K 0.01%
6,079
415
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+7,067
416
$235K 0.01%
4,465
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417
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419
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3,201
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420
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4,486
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422
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1,255
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423
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2,183
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424
$229K 0.01%
1,226
+20
425
$229K 0.01%
8,707
+113
15 16
17
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