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
-$3.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$8.45M
3
+$4.03M
4
AAPL icon
Apple
AAPL
+$4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.79M

Top Sells

1
+$6.08M
2
+$2.63M
3
+$1.28M
4
DOCU icon
DocuSign
DOCU
+$1.03M
5
CHTR icon
Charter Communications
CHTR
+$862K

Sector Composition

1 Consumer Discretionary 33.01%
2 Technology 17.42%
3 Communication Services 9.05%
4 Financials 3.05%
5 Healthcare 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.23M 0.22%
20,834
+951
52
$4.04M 0.21%
18,361
+2,704
53
$3.92M 0.2%
44,981
+13,234
54
$3.92M 0.2%
64,600
-313
55
$3.9M 0.2%
34,799
+548
56
$3.78M 0.19%
11,508
-561
57
$3.75M 0.19%
22,167
+2,338
58
$3.66M 0.19%
28,680
+1,008
59
$3.51M 0.18%
9,212
+7
60
$3.48M 0.18%
13,123
+18
61
$3.48M 0.18%
25,710
-187
62
$3.45M 0.18%
15,474
+647
63
$3.41M 0.18%
62,718
-273
64
$3.29M 0.17%
11,195
+26
65
$3.11M 0.16%
149,930
+23,050
66
$3.1M 0.16%
5,393
-201
67
$3.09M 0.16%
22,800
-1,580
68
$3.02M 0.16%
30,229
-634
69
$3.02M 0.16%
71,043
+643
70
$2.92M 0.15%
10,438
+65
71
$2.88M 0.15%
7
72
$2.78M 0.14%
55,630
+7,828
73
$2.76M 0.14%
+8,147
74
$2.65M 0.14%
17,652
+705
75
$2.59M 0.13%
133,896
-1,018
1 2
3
4 5