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
$709M
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$79.1M
2
+$46.3M
3
+$9.15M
4
META icon
Meta Platforms (Facebook)
META
+$6.59M
5
SBUX icon
Starbucks
SBUX
+$6.24M

Top Sells

1
+$1.9M
2
+$926K
3
+$820K
4
CEB
CEB Inc.
CEB
+$600K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$508K

Sector Composition

1 Consumer Discretionary 26.21%
2 Technology 7.62%
3 Communication Services 3.96%
4 Financials 3.17%
5 Healthcare 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.62M 0.23%
+21,737
52
$1.58M 0.22%
+30,533
53
$1.57M 0.22%
+9,039
54
$1.53M 0.22%
+33,760
55
$1.51M 0.21%
+30,067
56
$1.5M 0.21%
+32,240
57
$1.44M 0.2%
+18,059
58
$1.43M 0.2%
+15,205
59
$1.42M 0.2%
21,664
+3,505
60
$1.42M 0.2%
+45,259
61
$1.41M 0.2%
+44,360
62
$1.41M 0.2%
23,955
-3,670
63
$1.41M 0.2%
12,879
+142
64
$1.39M 0.2%
+11,322
65
$1.36M 0.19%
+13,551
66
$1.35M 0.19%
6,811
+367
67
$1.34M 0.19%
+9,501
68
$1.34M 0.19%
+15,089
69
$1.32M 0.19%
54,273
+6,320
70
$1.31M 0.19%
17,104
+712
71
$1.28M 0.18%
+4,471
72
$1.27M 0.18%
5
73
$1.25M 0.18%
+12,936
74
$1.25M 0.18%
+127,944
75
$1.14M 0.16%
+6,474
1 2
3
4 5