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
$566M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$5.27M
3
+$3.71M
4
AAPL icon
Apple
AAPL
+$1.38M
5
ORCL icon
Oracle
ORCL
+$911K

Top Sells

1
+$29.8M
2
+$1.53M
3
+$1.5M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.44M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.33M

Sector Composition

1 Consumer Discretionary 25.21%
2 Technology 6.11%
3 Communication Services 2.77%
4 Financials 2.75%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.43M 0.25%
48,600
52
$1.41M 0.25%
42,188
-1,424
53
$1.3M 0.23%
13,284
-241
54
$1.23M 0.22%
37,792
-440
55
$1.22M 0.22%
60,198
-1,804
56
$1.2M 0.21%
14,273
57
$1.19M 0.21%
29,525
-19,319
58
$1.17M 0.21%
11,092
+21
59
$1.16M 0.21%
15,834
-57
60
$1.12M 0.2%
20,080
-696
61
$1.11M 0.2%
7,593
-41
62
$1.11M 0.2%
10,608
-38
63
$1.1M 0.19%
27,289
-1,484
64
$1.1M 0.19%
10,476
+352
65
$1.09M 0.19%
19,607
-2,661
66
$1.07M 0.19%
19,047
+1,714
67
$1.06M 0.19%
36,328
+15,892
68
$1.04M 0.18%
36,302
+1,086
69
$1.04M 0.18%
14,050
+2,888
70
$1.04M 0.18%
11,150
+6,199
71
$1.02M 0.18%
28,831
+5,593
72
$996K 0.18%
11,234
+1,364
73
$979K 0.17%
14,198
-765
74
$972K 0.17%
13,221
-138
75
$957K 0.17%
27,660
+2,940
1 2
3
4 5