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
-$3.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$8.45M
3
+$4.03M
4
AAPL icon
Apple
AAPL
+$4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.79M

Top Sells

1
+$6.08M
2
+$2.63M
3
+$1.28M
4
DOCU icon
DocuSign
DOCU
+$1.03M
5
CHTR icon
Charter Communications
CHTR
+$862K

Sector Composition

1 Consumer Discretionary 33.01%
2 Technology 17.42%
3 Communication Services 9.05%
4 Financials 3.05%
5 Healthcare 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.67M 0.4%
143,987
-1,932
27
$7.35M 0.38%
16,360
+914
28
$7.19M 0.37%
49,507
+1,156
29
$7.09M 0.37%
35,313
+314
30
$6.91M 0.36%
260,216
+5,155
31
$6.87M 0.35%
26,700
-4,009
32
$6.82M 0.35%
25,138
+2,592
33
$6.81M 0.35%
241,012
+26,974
34
$6.18M 0.32%
122,647
+2,155
35
$5.96M 0.31%
17,572
+1,254
36
$5.91M 0.31%
55,523
-362
37
$5.7M 0.29%
170,876
+2,963
38
$5.49M 0.28%
98,095
+1,252
39
$5.41M 0.28%
22,857
+1,529
40
$5.25M 0.27%
14,662
+987
41
$5.15M 0.27%
81,364
+1,163
42
$5.04M 0.26%
30,778
+625
43
$4.97M 0.26%
29,372
+2,841
44
$4.92M 0.25%
30,453
+433
45
$4.89M 0.25%
15,273
-27
46
$4.81M 0.25%
16,564
+1,096
47
$4.61M 0.24%
21,672
+1
48
$4.6M 0.24%
87,384
+921
49
$4.43M 0.23%
11,235
+2,098
50
$4.37M 0.23%
27,920
+5,042
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