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
651
$154K ﹤0.01%
+10,789
652
$149K ﹤0.01%
13,086
+40
653
$146K ﹤0.01%
24,289
654
$140K ﹤0.01%
11,928
+182
655
$138K ﹤0.01%
17,000
+6,978
656
$138K ﹤0.01%
+17,318
657
$137K ﹤0.01%
20,261
+6,699
658
$131K ﹤0.01%
10,490
-821
659
$118K ﹤0.01%
+11,514
660
$100K ﹤0.01%
14,724
-81
661
$90K ﹤0.01%
23,020
662
$79.8K ﹤0.01%
49,261
663
$78.1K ﹤0.01%
20,603
-819
664
$72.1K ﹤0.01%
41,212
665
$60.4K ﹤0.01%
12,343
+1,998
666
$52.8K ﹤0.01%
25,000
-365
667
$51.7K ﹤0.01%
11,335
+70
668
$44.1K ﹤0.01%
30,000
669
$42.4K ﹤0.01%
15,599
+601
670
$33.8K ﹤0.01%
+12,000
671
$33.4K ﹤0.01%
11,366
672
$19.2K ﹤0.01%
14,423
-3,471
673
$18.9K ﹤0.01%
3,220
674
$12.5K ﹤0.01%
+2,000
675
$6.06K ﹤0.01%
+625
25 26
27
28 29