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
501
$320K 0.01%
2,288
+58
502
$319K 0.01%
6,705
+2,114
503
$317K 0.01%
3,271
-116
504
$317K 0.01%
+13,975
505
$317K 0.01%
+5,668
506
$313K 0.01%
9,709
-1,713
507
$311K 0.01%
+4,517
508
$309K 0.01%
+637
509
$308K 0.01%
+11,253
510
$308K 0.01%
10,623
-298
511
$307K 0.01%
1,183
+4
512
$307K 0.01%
326
+73
513
$305K 0.01%
10,653
-29
514
$305K 0.01%
19,981
-41,785
515
$304K 0.01%
+5,185
516
$303K 0.01%
1,312
+143
517
$299K 0.01%
10,609
-245
518
$298K 0.01%
2,085
519
$298K 0.01%
+943
520
$297K 0.01%
3,279
+93
521
$296K 0.01%
+3,012
522
$295K 0.01%
+1,713
523
$293K 0.01%
1,184
+21
524
$290K 0.01%
5,988
+120
525
$289K 0.01%
3,823
+433
19 20
21
22 23