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
$1.69B
AUM Growth
+$69.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1 +$15.6M
2 +$8.85M
3 +$4.46M
4
ONCT
Oncternal Therapeutics, Inc. Common Stock
ONCT
+$2.77M
5
SNOW icon
Snowflake
SNOW
+$2.68M

Top Sells

1 +$4.05M
2 +$3.6M
3 +$3.38M
4
ACN icon
Accenture
ACN
+$1.99M
5
META icon
Meta Platforms (Facebook)
META
+$1.59M

Sector Composition

1 Consumer Discretionary 34.22%
2 Technology 16.15%
3 Communication Services 8.23%
4 Healthcare 2.76%
5 Financials 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$42K ﹤0.01%
10,000
427
$31K ﹤0.01%
+1,001
428
$29K ﹤0.01%
+10,000
429
$18K ﹤0.01%
+400
430
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