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
$1.7B
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$5.07M
3
+$4.46M
4
SOFI icon
SoFi Technologies
SOFI
+$3.29M
5
AAPL icon
Apple
AAPL
+$2.36M

Top Sells

1
+$25.2M
2
+$2.27M
3
+$1.67M
4
TSLA icon
Tesla
TSLA
+$1.57M
5
COST icon
Costco
COST
+$1.12M

Sector Composition

1 Consumer Discretionary 27.6%
2 Technology 16.74%
3 Communication Services 10.13%
4 Financials 2.73%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.96M 0.23%
86,559
+5,031
52
$3.9M 0.23%
206,541
+22,710
53
$3.83M 0.22%
28,197
-330
54
$3.81M 0.22%
17,795
+848
55
$3.8M 0.22%
147,414
+1,227
56
$3.64M 0.21%
181,399
+36,275
57
$3.61M 0.21%
34,387
+4,546
58
$3.54M 0.21%
33,857
+163
59
$3.42M 0.2%
18,222
-147
60
$3.35M 0.2%
23,332
+1,652
61
$3.29M 0.19%
+673,739
62
$3.25M 0.19%
8
63
$3M 0.18%
18,355
-399
64
$2.99M 0.18%
31,696
-1,523
65
$2.88M 0.17%
78,740
+1,160
66
$2.87M 0.17%
97,881
+589
67
$2.85M 0.17%
64,382
+85
68
$2.84M 0.17%
12,265
-650
69
$2.82M 0.17%
15,884
-232
70
$2.69M 0.16%
67,364
-2,279
71
$2.64M 0.15%
9,176
+224
72
$2.61M 0.15%
18,145
+1,395
73
$2.54M 0.15%
18,714
+862
74
$2.5M 0.15%
43,206
+1,302
75
$2.48M 0.15%
31,642
-1,090
1 2
3
4 5