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
451
$206K 0.01%
+4,000
452
$206K 0.01%
+1,178
453
$205K 0.01%
+1,543
454
$204K 0.01%
13,981
+204
455
$203K 0.01%
+4,870
456
$201K 0.01%
+689
457
$200K 0.01%
4,722
-855
458
$194K 0.01%
10,407
+106
459
$187K 0.01%
13,106
460
$177K 0.01%
9,140
+5,390
461
$171K 0.01%
+10,891
462
$169K 0.01%
258
+19
463
$138K 0.01%
34,000
464
$120K 0.01%
3,366
+783
465
$104K 0.01%
1,200
+800
466
$99K 0.01%
10,000
467
$98K 0.01%
+10,000
468
$93K ﹤0.01%
+10,000
469
$84K ﹤0.01%
1,940
470
$82K ﹤0.01%
+13,091
471
$81K ﹤0.01%
12,788
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472
$72K ﹤0.01%
2,231
473
$67K ﹤0.01%
667
474
$45K ﹤0.01%
3,000
475
$39K ﹤0.01%
+32,659
16 17 18
19
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