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
$3.46B
AUM Growth
+$801M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$166M
2
+$87.1M
3
+$17.3M
4
ORCL icon
Oracle
ORCL
+$16.7M
5
PFE icon
Pfizer
PFE
+$16.4M

Top Sells

1
+$9.94M
2
+$1.86M
3
+$1.66M
4
SYY icon
Sysco
SYY
+$1.63M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.47M

Sector Composition

1 Consumer Discretionary 29.06%
2 Technology 22.82%
3 Communication Services 4.41%
4 Financials 4.07%
5 Healthcare 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.9M 0.6%
110,330
+4,110
27
$20.2M 0.58%
34,551
+570
28
$19.6M 0.57%
38,348
+4,989
29
$19.6M 0.57%
152,297
+6,661
30
$19.4M 0.56%
87,732
+2,221
31
$18.6M 0.54%
34,524
+2,112
32
$18.2M 0.52%
19,825
+2,172
33
$17.9M 0.52%
236,460
+11,902
34
$17.8M 0.52%
39,351
-1,315
35
$17.7M 0.51%
666,318
+618,117
36
$16.1M 0.47%
176,722
+81,952
37
$15.3M 0.44%
202,411
+160,980
38
$15.2M 0.44%
355,538
+140,482
39
$14.5M 0.42%
44,889
-30,689
40
$14.1M 0.41%
568,757
+45,872
41
$14M 0.4%
129,740
-994
42
$13.5M 0.39%
+308,168
43
$12.5M 0.36%
70,512
-496
44
$12.4M 0.36%
487,353
+73,906
45
$11.7M 0.34%
48,732
+4,841
46
$11.6M 0.34%
243,622
+107,649
47
$11.1M 0.32%
719,288
+14,281
48
$10.8M 0.31%
40,037
+21,781
49
$10.5M 0.3%
26,918
+7,203
50
$9.56M 0.28%
61,885
+29,320
1
2
3 4 5