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
$1.67B
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$9.18M
2
+$7.82M
3
+$4.09M
4
AAPL icon
Apple
AAPL
+$3.51M
5
HON icon
Honeywell
HON
+$2.92M

Top Sells

1
+$9.7M
2
+$8.32M
3
+$3.05M
4
AVLR
Avalara, Inc.
AVLR
+$2.24M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.82M

Sector Composition

1 Consumer Discretionary 22.07%
2 Technology 16.96%
3 Communication Services 10.39%
4 Healthcare 3.04%
5 Financials 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.21M 0.25%
191,813
+10,414
52
$4.18M 0.25%
31,142
-2,715
53
$4.15M 0.25%
15,555
-119
54
$4.15M 0.25%
27,335
-862
55
$4.07M 0.24%
22,506
+4,151
56
$4.04M 0.24%
383,562
+1,560
57
$3.93M 0.23%
24,761
+1,429
58
$3.82M 0.23%
144,711
-2,703
59
$3.82M 0.23%
28,795
-504
60
$3.7M 0.22%
17,382
-413
61
$3.7M 0.22%
323,330
+154,325
62
$3.47M 0.21%
12,261
-4
63
$3.4M 0.2%
17,861
-652
64
$3.38M 0.2%
39,527
-6
65
$3.32M 0.2%
16,645
-1,577
66
$3.31M 0.2%
78,830
+90
67
$3.28M 0.2%
7
-1
68
$3.19M 0.19%
21,029
+4,056
69
$3.11M 0.19%
65,531
+1,149
70
$3.1M 0.19%
9,364
+188
71
$3.06M 0.18%
27,578
+533
72
$3.06M 0.18%
37,381
-719
73
$3.01M 0.18%
206,190
+16,310
74
$3.01M 0.18%
63,615
+30,276
75
$2.97M 0.18%
14,292
-1,592
1 2
3
4 5