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
451
$208K 0.01%
+1,000
452
$208K 0.01%
+1,917
453
$208K 0.01%
2,949
-18
454
$206K 0.01%
+1,770
455
$203K 0.01%
+567
456
$202K 0.01%
4,861
-9
457
$201K 0.01%
+7,760
458
$200K 0.01%
1,644
-93
459
$200K 0.01%
+7,046
460
$200K 0.01%
+801
461
$172K 0.01%
9,140
462
$171K 0.01%
12,025
-1,956
463
$167K 0.01%
13,292
+186
464
$124K 0.01%
34,000
465
$121K 0.01%
237
-21
466
$116K 0.01%
3,450
+84
467
$115K 0.01%
+17,560
468
$108K 0.01%
+12,900
469
$98K 0.01%
10,000
470
$97K 0.01%
+10,117
471
$95K ﹤0.01%
+29
472
$86K ﹤0.01%
13,091
473
$70K ﹤0.01%
11,441
+1,441
474
$70K ﹤0.01%
1,940
475
$69K ﹤0.01%
12,916
+128
17 18
19
20 21