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
$709M
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$79.1M
2
+$46.3M
3
+$9.15M
4
META icon
Meta Platforms (Facebook)
META
+$6.59M
5
SBUX icon
Starbucks
SBUX
+$6.24M

Top Sells

1
+$1.9M
2
+$926K
3
+$820K
4
CEB
CEB Inc.
CEB
+$600K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$508K

Sector Composition

1 Consumer Discretionary 26.21%
2 Technology 7.62%
3 Communication Services 3.96%
4 Financials 3.17%
5 Healthcare 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.16M 0.45%
+28,475
27
$3.04M 0.43%
65,827
-5,850
28
$2.98M 0.42%
17,629
+77
29
$2.92M 0.41%
22,554
+1,757
30
$2.62M 0.37%
+28,662
31
$2.54M 0.36%
+65,392
32
$2.52M 0.36%
19,037
+907
33
$2.44M 0.34%
+44,068
34
$2.31M 0.33%
+16,245
35
$2.3M 0.32%
+61,406
36
$2.29M 0.32%
14,900
+424
37
$2.25M 0.32%
+27,913
38
$2.09M 0.3%
18,462
+2,165
39
$2.05M 0.29%
+15,144
40
$2.02M 0.28%
+46,897
41
$1.99M 0.28%
+13,310
42
$1.85M 0.26%
34,158
43
$1.82M 0.26%
+16,853
44
$1.75M 0.25%
+72,735
45
$1.74M 0.24%
20,660
+139
46
$1.72M 0.24%
+28,197
47
$1.69M 0.24%
11,497
+118
48
$1.64M 0.23%
+20,056
49
$1.64M 0.23%
+13,230
50
$1.63M 0.23%
13,985
+837
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