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
$1.45B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$66M
2
+$5.49M
3
+$4.83M
4
AAPL icon
Apple
AAPL
+$2.56M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.59M

Top Sells

1
+$6.8M
2
+$4.31M
3
+$2.01M
4
SIVB
SVB Financial Group
SIVB
+$726K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$590K

Sector Composition

1 Consumer Discretionary 40.55%
2 Technology 15.81%
3 Communication Services 8%
4 Healthcare 2.34%
5 Financials 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.5M 0.17%
253,352
+13,010
52
$2.48M 0.17%
186,960
-330
53
$2.41M 0.17%
52,024
+5,742
54
$2.35M 0.16%
29,368
+160
55
$2.31M 0.16%
29,231
+3,916
56
$2.31M 0.16%
19,604
+4,793
57
$2.28M 0.16%
46,932
+395
58
$2.23M 0.15%
17,595
+4,447
59
$2.11M 0.15%
42,842
+2,334
60
$2.06M 0.14%
20,110
+350
61
$2.04M 0.14%
69,310
-5,311
62
$2.01M 0.14%
8,830
-262
63
$1.98M 0.14%
34,216
+2,168
64
$1.92M 0.13%
6
65
$1.88M 0.13%
13,573
+440
66
$1.87M 0.13%
3,745
+95
67
$1.87M 0.13%
11,317
+502
68
$1.85M 0.13%
13,322
+757
69
$1.81M 0.13%
15,324
+767
70
$1.77M 0.12%
88,577
-17,706
71
$1.76M 0.12%
44,613
+7,621
72
$1.75M 0.12%
29,366
+5,986
73
$1.74M 0.12%
5,663
+873
74
$1.74M 0.12%
8,827
+1,439
75
$1.68M 0.12%
15,445
+2,945
1 2
3
4 5