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
426
$231K 0.01%
2,875
-542
427
$231K 0.01%
1,301
+123
428
$230K 0.01%
10,081
+86
429
$230K 0.01%
3,773
-40
430
$228K 0.01%
3,600
+54
431
$227K 0.01%
8,817
+110
432
$226K 0.01%
7,590
-550
433
$225K 0.01%
+5,275
434
$222K 0.01%
+3,225
435
$220K 0.01%
6,465
+361
436
$220K 0.01%
8,092
+26
437
$215K 0.01%
+1,286
438
$215K 0.01%
7,452
-358
439
$215K 0.01%
4,059
+225
440
$213K 0.01%
3,836
+74
441
$213K 0.01%
2,420
-836
442
$212K 0.01%
+3,085
443
$211K 0.01%
6,125
+46
444
$211K 0.01%
+2,846
445
$211K 0.01%
1,446
446
$210K 0.01%
+664
447
$209K 0.01%
10,593
448
$209K 0.01%
8,333
449
$209K 0.01%
3,032
+15
450
$209K 0.01%
+1,326
16 17
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