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
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$10.1M
3
+$6.88M
4
MSFT icon
Microsoft
MSFT
+$6.67M
5
AAPL icon
Apple
AAPL
+$3.54M

Top Sells

1
+$9.17M
2
+$2.18M
3
+$1.6M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.52M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.41M

Sector Composition

1 Consumer Discretionary 33.7%
2 Technology 16.62%
3 Communication Services 9.92%
4 Financials 2.69%
5 Healthcare 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.47M 0.38%
48,351
+3,047
27
$7.18M 0.37%
57,260
+8,500
28
$7.03M 0.36%
34,999
+77
29
$6.88M 0.35%
+255,061
30
$6.64M 0.34%
120,492
-2,474
31
$6.11M 0.31%
167,913
-19,948
32
$6.11M 0.31%
15,446
+758
33
$6M 0.31%
55,885
-2,205
34
$5.91M 0.3%
48,400
+7,460
35
$5.67M 0.29%
16,318
-1,120
36
$5.52M 0.28%
96,843
+18,430
37
$5.51M 0.28%
22,546
+740
38
$5.28M 0.27%
21,671
+147
39
$5.27M 0.27%
80,201
+254
40
$5.22M 0.27%
9,205
-1,767
41
$5.14M 0.27%
86,463
+13
42
$5.06M 0.26%
21,328
+31
43
$4.95M 0.25%
30,020
-203
44
$4.85M 0.25%
13,675
+289
45
$4.69M 0.24%
30,153
+34
46
$4.66M 0.24%
26,531
+374
47
$4.51M 0.23%
15,300
+200
48
$4.44M 0.23%
15,468
+1,689
49
$4.05M 0.21%
64,913
+1,259
50
$3.88M 0.2%
214,038
+26,734
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