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
$333M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$43.1M
2
+$37.7M
3
+$36.2M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$33M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$27.6M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 12.82%
2 Technology 4.03%
3 Industrials 2.19%
4 Financials 1.74%
5 Consumer Staples 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 0.4%
+11,372
27
$1.3M 0.39%
+11,731
28
$1.28M 0.38%
+30,958
29
$1.23M 0.37%
+13,099
30
$1.19M 0.36%
+32,530
31
$1.14M 0.34%
+14,837
32
$1.12M 0.34%
+12,994
33
$1.05M 0.32%
+12,516
34
$947K 0.28%
+30,847
35
$929K 0.28%
+8,298
36
$901K 0.27%
+5,619
37
$891K 0.27%
+16,072
38
$867K 0.26%
+32,630
39
$860K 0.26%
+21,441
40
$821K 0.25%
+8,296
41
$776K 0.23%
+35,372
42
$724K 0.22%
+3,962
43
$707K 0.21%
+9,336
44
$697K 0.21%
+26,051
45
$677K 0.2%
+8,449
46
$676K 0.2%
+17,215
47
$674K 0.2%
+4
48
$628K 0.19%
+29,842
49
$613K 0.18%
+29,208
50
$605K 0.18%
+6,990
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