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
426
$228K 0.01%
3,813
+16
427
$227K 0.01%
3,348
-2,221
428
$225K 0.01%
+1,230
429
$224K 0.01%
871
-3,178
430
$223K 0.01%
1,550
+27
431
$223K 0.01%
+2,150
432
$223K 0.01%
8,333
-200
433
$223K 0.01%
+3,834
434
$223K 0.01%
2,337
-157
435
$221K 0.01%
+3,509
436
$220K 0.01%
8,066
-6,968
437
$218K 0.01%
3,762
-17
438
$218K 0.01%
1,004
-144
439
$217K 0.01%
+472
440
$216K 0.01%
+1,126
441
$215K 0.01%
+7,810
442
$215K 0.01%
1,120
-16
443
$214K 0.01%
2,024
+88
444
$214K 0.01%
+3,552
445
$211K 0.01%
3,017
+15
446
$210K 0.01%
+2,318
447
$209K 0.01%
209
448
$209K 0.01%
+6,104
449
$207K 0.01%
+1,219
450
$207K 0.01%
+3,123
16 17
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