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
526
$289K 0.01%
3,411
+981
527
$289K 0.01%
5,245
+1,531
528
$289K 0.01%
+7,536
529
$288K 0.01%
9,393
+2,376
530
$287K 0.01%
+4,944
531
$286K 0.01%
29,444
-3,585
532
$286K 0.01%
2,447
-84
533
$285K 0.01%
2,328
+61
534
$283K 0.01%
+8,817
535
$281K 0.01%
+983
536
$281K 0.01%
+5,352
537
$279K 0.01%
+6,864
538
$279K 0.01%
2,313
+575
539
$279K 0.01%
2,548
+130
540
$277K 0.01%
3,152
+204
541
$277K 0.01%
11,297
+59
542
$276K 0.01%
+3,515
543
$275K 0.01%
1,559
+79
544
$275K 0.01%
451
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545
$274K 0.01%
2,834
+160
546
$273K 0.01%
+2,981
547
$273K 0.01%
27,589
-6,052
548
$271K 0.01%
5,860
+1,073
549
$270K 0.01%
+7,789
550
$268K 0.01%
943
-3
20 21
22
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