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
401
$250K 0.01%
2,285
-169
402
$250K 0.01%
2,901
+50
403
$248K 0.01%
870
+181
404
$247K 0.01%
1,872
+329
405
$247K 0.01%
3,859
+350
406
$246K 0.01%
1,238
+12
407
$246K 0.01%
1,456
-20
408
$245K 0.01%
22,688
+441
409
$245K 0.01%
5,386
+114
410
$244K 0.01%
1,049
+45
411
$243K 0.01%
7,478
+505
412
$243K 0.01%
2,357
+174
413
$241K 0.01%
3,304
+103
414
$240K 0.01%
8,942
+150
415
$239K 0.01%
5,675
+112
416
$238K 0.01%
6,550
-15,750
417
$238K 0.01%
2,682
-44
418
$238K 0.01%
6,694
-419
419
$236K 0.01%
+833
420
$236K 0.01%
7,067
-2,241
421
$236K 0.01%
1,661
+17
422
$235K 0.01%
4,530
+44
423
$235K 0.01%
2,030
+6
424
$234K 0.01%
1,063
-103
425
$232K 0.01%
14,336
-769
15 16
17
18 19