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
551
$267K 0.01%
3,780
+1,112
552
$266K 0.01%
8,296
+51
553
$266K 0.01%
+3,587
554
$265K 0.01%
1,276
+218
555
$265K 0.01%
3,948
+151
556
$264K 0.01%
1,764
-1
557
$263K 0.01%
1,830
-327
558
$263K 0.01%
1,605
-6,350
559
$262K 0.01%
1,169
+152
560
$262K 0.01%
2,815
+466
561
$261K 0.01%
5,420
+1,869
562
$261K 0.01%
+6,151
563
$261K 0.01%
+3,307
564
$260K 0.01%
+6,768
565
$259K 0.01%
2,245
+64
566
$259K 0.01%
10,261
+2
567
$258K 0.01%
25,341
568
$258K 0.01%
4,967
569
$257K 0.01%
+13,714
570
$257K 0.01%
+4,170
571
$256K 0.01%
+6,441
572
$255K 0.01%
4,456
+410
573
$254K 0.01%
+8,018
574
$253K 0.01%
6,611
+1,166
575
$252K 0.01%
+3,231
21 22
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