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
501
– –
-4,722
502
– –
-4,182
503
– –
-1,323
504
– –
-873
505
– –
-7,002
506
– –
-1,219
507
– –
-10,000
508
– –
-2,919
509
– –
-2,093
510
– –
-2,660
511
– –
-3,169
512
– –
-10,407
513
– –
-1,120
514
– –
-2,317
515
– –
-4,000
516
– –
-4,661
517
– –
-3,348
518
– –
-3,123
519
– –
-209
520
– –
-3,663
521
– –
-5,880
522
– –
-2,337
17 18 19 20
21