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
701
-18,392
702
-1,361
703
-13,060
704
-4,105
705
-1,159