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
$3.46B
AUM Growth
+$801M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$166M
2
+$87.1M
3
+$17.3M
4
ORCL icon
Oracle
ORCL
+$16.7M
5
PFE icon
Pfizer
PFE
+$16.4M

Top Sells

1
+$9.94M
2
+$1.86M
3
+$1.66M
4
SYY icon
Sysco
SYY
+$1.63M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.47M

Sector Composition

1 Consumer Discretionary 29.06%
2 Technology 22.82%
3 Communication Services 4.41%
4 Financials 4.07%
5 Healthcare 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$435K 0.01%
+5,448
427
$432K 0.01%
15,407
+286
428
$430K 0.01%
6,607
-6
429
$429K 0.01%
2,762
+28
430
$429K 0.01%
+1,121
431
$429K 0.01%
1,368
+61
432
$428K 0.01%
7,572
+3,730
433
$424K 0.01%
3,941
+8
434
$424K 0.01%
5,981
435
$421K 0.01%
19,908
+838
436
$419K 0.01%
+3,256
437
$417K 0.01%
+4,916
438
$415K 0.01%
6,439
-1
439
$413K 0.01%
777
+50
440
$411K 0.01%
11,578
+105
441
$411K 0.01%
6,696
+2,304
442
$408K 0.01%
+2,192
443
$405K 0.01%
6,228
+1
444
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+6,995
445
$401K 0.01%
1,770
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446
$401K 0.01%
1,943
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447
$401K 0.01%
+6,000
448
$400K 0.01%
1,706
+79
449
$398K 0.01%
+9,209
450
$398K 0.01%
16,475
-19,766
16 17
18
19 20