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
$1.94B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$10.1M
3
+$6.88M
4
MSFT icon
Microsoft
MSFT
+$6.67M
5
AAPL icon
Apple
AAPL
+$3.54M

Top Sells

1
+$9.17M
2
+$2.18M
3
+$1.6M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.52M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.41M

Sector Composition

1 Consumer Discretionary 33.7%
2 Technology 16.62%
3 Communication Services 9.92%
4 Financials 2.69%
5 Healthcare 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.88M 0.2%
34,251
-1,182
52
$3.86M 0.2%
19,883
+627
53
$3.85M 0.2%
12,069
+603
54
$3.75M 0.19%
15,657
-260
55
$3.63M 0.19%
22,878
+3,802
56
$3.62M 0.19%
13,105
-22
57
$3.6M 0.19%
9,137
+771
58
$3.56M 0.18%
24,380
+10,730
59
$3.56M 0.18%
25,897
+3,501
60
$3.54M 0.18%
27,672
+9,155
61
$3.48M 0.18%
11,169
-65
62
$3.47M 0.18%
14,827
-624
63
$3.44M 0.18%
19,829
+1,830
64
$3.34M 0.17%
62,991
+9,650
65
$3.28M 0.17%
5,594
+530
66
$3.12M 0.16%
30,863
-184
67
$3.01M 0.15%
10,373
+1,171
68
$2.93M 0.15%
7
69
$2.9M 0.15%
70,400
-342
70
$2.78M 0.14%
44,124
+22,247
71
$2.66M 0.14%
134,914
+27,808
72
$2.6M 0.13%
47,802
+10,128
73
$2.54M 0.13%
126,880
+12,160
74
$2.51M 0.13%
10,633
-2
75
$2.51M 0.13%
16,947
+736
1 2
3
4 5