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
476
$347K 0.01%
3,011
+901
477
$343K 0.01%
1,162
+147
478
$342K 0.01%
7,630
-235
479
$342K 0.01%
+3,048
480
$341K 0.01%
1,523
+449
481
$340K 0.01%
32,427
-10,000
482
$340K 0.01%
1,905
-78
483
$340K 0.01%
+7,145
484
$340K 0.01%
12,182
+10
485
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12,456
+203
486
$338K 0.01%
320
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487
$337K 0.01%
+2,558
488
$337K 0.01%
478
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489
$336K 0.01%
3,352
-175
490
$335K 0.01%
+1,558
491
$331K 0.01%
273,842
492
$329K 0.01%
6,592
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493
$329K 0.01%
37,701
494
$327K 0.01%
13,230
495
$326K 0.01%
6,101
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496
$325K 0.01%
30,183
+368
497
$325K 0.01%
+3,047
498
$323K 0.01%
+2,144
499
$323K 0.01%
+3,954
500
$322K 0.01%
5,198
-2,190
18 19
20
21 22