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
$333M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$43.1M
2
+$37.7M
3
+$36.2M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$33M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$27.6M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 12.82%
2 Technology 4.03%
3 Industrials 2.19%
4 Financials 1.74%
5 Consumer Staples 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$594K 0.18%
+13,259
52
$572K 0.17%
+10,830
53
$568K 0.17%
+8,977
54
$566K 0.17%
+6,921
55
$532K 0.16%
+21,385
56
$513K 0.15%
+11,488
57
$507K 0.15%
+2,844
58
$506K 0.15%
+4,515
59
$495K 0.15%
+20,345
60
$481K 0.14%
+9,634
61
$477K 0.14%
+37,131
62
$473K 0.14%
+15,810
63
$463K 0.14%
+4,868
64
$463K 0.14%
+18,654
65
$452K 0.14%
+4,942
66
$432K 0.13%
+4,218
67
$400K 0.12%
+6,845
68
$397K 0.12%
+6,518
69
$389K 0.12%
+15,966
70
$382K 0.11%
+15,442
71
$371K 0.11%
+6,860
72
$359K 0.11%
+9,926
73
$352K 0.11%
+3,513
74
$351K 0.11%
+4,527
75
$345K 0.1%
+8,471
1 2
3
4 5