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
626
$214K 0.01%
+2,785
627
$213K 0.01%
1,092
+100
628
$211K 0.01%
+2,985
629
$211K 0.01%
+3,670
630
$209K 0.01%
+1,465
631
$209K 0.01%
3,387
-65
632
$208K 0.01%
+9,869
633
$208K 0.01%
+982
634
$205K 0.01%
12,945
635
$204K 0.01%
+1,936
636
$204K 0.01%
2,450
-16
637
$203K 0.01%
+391
638
$203K 0.01%
1,330
+41
639
$202K 0.01%
+2,214
640
$202K 0.01%
+1,588
641
$201K 0.01%
+1,517
642
$198K 0.01%
19,395
+1,474
643
$195K 0.01%
19,693
+1,001
644
$187K 0.01%
+19,579
645
$186K 0.01%
18,459
-2,068
646
$185K 0.01%
+24,603
647
$183K 0.01%
11,973
648
$178K 0.01%
13,369
-5,573
649
$159K ﹤0.01%
11,662
-9
650
$156K ﹤0.01%
+15,311
24 25
26
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