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
$566M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$5.27M
3
+$3.71M
4
AAPL icon
Apple
AAPL
+$1.38M
5
ORCL icon
Oracle
ORCL
+$911K

Top Sells

1
+$29.8M
2
+$1.53M
3
+$1.5M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.44M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.33M

Sector Composition

1 Consumer Discretionary 25.21%
2 Technology 6.11%
3 Communication Services 2.77%
4 Financials 2.75%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.42M 0.43%
17,619
-2,765
27
$2.37M 0.42%
19,148
+6,421
28
$2.36M 0.42%
24,665
+7,893
29
$2.28M 0.4%
18,828
+48
30
$2.28M 0.4%
48,246
+1,300
31
$2.25M 0.4%
65,018
-175
32
$1.96M 0.35%
55,416
+18,103
33
$1.96M 0.35%
20,906
-1,375
34
$1.94M 0.34%
17,211
-905
35
$1.93M 0.34%
59,268
-10,918
36
$1.89M 0.33%
14,811
+417
37
$1.85M 0.33%
15,828
-942
38
$1.83M 0.32%
3,271
39
$1.78M 0.31%
43,516
+22,251
40
$1.78M 0.31%
28,611
-480,154
41
$1.72M 0.3%
23,180
-1,087
42
$1.72M 0.3%
11,825
-295
43
$1.64M 0.29%
29,687
+996
44
$1.63M 0.29%
14,266
+39
45
$1.61M 0.28%
34,354
-1,840
46
$1.58M 0.28%
13,688
+4,452
47
$1.49M 0.26%
13,104
-2,582
48
$1.47M 0.26%
15,747
+2,223
49
$1.45M 0.26%
14,058
-1,782
50
$1.45M 0.26%
26,309
-588
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