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
$1.69B
AUM Growth
+$69.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$8.85M
3
+$4.46M
4
ONCT
Oncternal Therapeutics, Inc. Common Stock
ONCT
+$2.77M
5
SNOW icon
Snowflake
SNOW
+$2.68M

Top Sells

1
+$4.05M
2
+$3.6M
3
+$3.38M
4
ACN icon
Accenture
ACN
+$1.99M
5
META icon
Meta Platforms (Facebook)
META
+$1.59M

Sector Composition

1 Consumer Discretionary 34.22%
2 Technology 16.15%
3 Communication Services 8.23%
4 Healthcare 2.76%
5 Financials 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.54M 0.21%
13,779
-8
52
$3.5M 0.21%
11,466
+280
53
$3.38M 0.2%
11,234
+44
54
$3.27M 0.19%
15,451
+1,595
55
$3.09M 0.18%
187,304
+19,043
56
$3.05M 0.18%
8,366
+2,003
57
$2.98M 0.18%
17,999
-601
58
$2.95M 0.18%
31,047
+446
59
$2.94M 0.17%
22,396
+1,064
60
$2.89M 0.17%
19,076
+2,646
61
$2.78M 0.16%
172,272
+5,856
62
$2.77M 0.16%
+16,644
63
$2.76M 0.16%
53,341
+7,800
64
$2.74M 0.16%
70,742
+1,275
65
$2.7M 0.16%
7
66
$2.56M 0.15%
22,530
+2,289
67
$2.53M 0.15%
32,979
-7,613
68
$2.53M 0.15%
9,202
-176
69
$2.46M 0.15%
20,802
+4,388
70
$2.41M 0.14%
5,064
-79
71
$2.32M 0.14%
18,517
+256
72
$2.29M 0.14%
16,211
+2,857
73
$2.29M 0.14%
16,977
+31
74
$2.28M 0.14%
10,635
+60
75
$2.22M 0.13%
34,159
+648
1 2
3
4 5