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
451
$397K 0.01%
1,867
+529
452
$395K 0.01%
4,650
+454
453
$393K 0.01%
+7,557
454
$392K 0.01%
+18,167
455
$389K 0.01%
5,117
+2,153
456
$387K 0.01%
11,667
+1,989
457
$387K 0.01%
9,378
+9
458
$384K 0.01%
4,016
+2,022
459
$382K 0.01%
5,012
+822
460
$379K 0.01%
12,759
-161
461
$379K 0.01%
5,782
+2,789
462
$379K 0.01%
11,091
-1,602
463
$376K 0.01%
635
+200
464
$374K 0.01%
+8,316
465
$372K 0.01%
4,390
+627
466
$363K 0.01%
785
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467
$358K 0.01%
6,547
+2,282
468
$356K 0.01%
9,336
469
$356K 0.01%
111
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470
$355K 0.01%
7,833
+347
471
$354K 0.01%
1,642
-157
472
$352K 0.01%
3,459
+479
473
$348K 0.01%
5,449
+3
474
$347K 0.01%
+4,300
475
$347K 0.01%
4,240
+351
17 18
19
20 21