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
576
$252K 0.01%
6,260
+76
577
$252K 0.01%
3,216
+331
578
$251K 0.01%
3,216
+92
579
$251K 0.01%
4,062
+29
580
$250K 0.01%
+2,580
581
$250K 0.01%
+4,784
582
$247K 0.01%
+3,385
583
$247K 0.01%
2,766
+23
584
$245K 0.01%
+3,201
585
$244K 0.01%
+4,107
586
$244K 0.01%
11,893
+1,608
587
$243K 0.01%
+8,333
588
$243K 0.01%
+1,032
589
$243K 0.01%
2,621
+15
590
$242K 0.01%
1,295
-42
591
$241K 0.01%
+4,913
592
$240K 0.01%
+7,891
593
$240K 0.01%
2,747
+601
594
$240K 0.01%
+3,549
595
$238K 0.01%
+6,371
596
$237K 0.01%
+3,494
597
$236K 0.01%
2,756
+51
598
$236K 0.01%
+137
599
$236K 0.01%
1,784
+389
600
$235K 0.01%
17,685
+3,864
22 23
24
25 26