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
476
$66K ﹤0.01%
+2,618
477
$62K ﹤0.01%
667
478
$61K ﹤0.01%
1,200
479
$48K ﹤0.01%
2,231
480
$47K ﹤0.01%
+12,899
481
$38K ﹤0.01%
3,000
482
$27K ﹤0.01%
+11,085
483
$24K ﹤0.01%
38,236
+5,577
484
$24K ﹤0.01%
10,000
485
$17K ﹤0.01%
1,001
486
$17K ﹤0.01%
12,350
487
$13K ﹤0.01%
200
488
– –
-1,230
489
– –
-10,891
490
– –
-1,195
491
– –
-775
492
– –
-1,126
493
– –
-4,682
494
– –
-1,550
495
– –
-1,255
496
– –
-13,086
497
– –
-15,299
498
– –
-7,067
499
– –
-5,337
500
– –
-3,841
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