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
$3.46B
AUM Growth
+$801M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$166M
2
+$87.1M
3
+$17.3M
4
ORCL icon
Oracle
ORCL
+$16.7M
5
PFE icon
Pfizer
PFE
+$16.4M

Top Sells

1
+$9.94M
2
+$1.86M
3
+$1.66M
4
SYY icon
Sysco
SYY
+$1.63M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.47M

Sector Composition

1 Consumer Discretionary 29.06%
2 Technology 22.82%
3 Communication Services 4.41%
4 Financials 4.07%
5 Healthcare 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.26M 0.27%
89,001
+290
52
$9.24M 0.27%
104,524
+4,189
53
$9.23M 0.27%
70,228
+3,545
54
$9.03M 0.26%
59,392
+6,574
55
$8.87M 0.26%
98,150
+21,939
56
$8.78M 0.25%
388,956
-39,324
57
$8.58M 0.25%
25,668
+3,102
58
$7.89M 0.23%
31,965
+17,413
59
$7.5M 0.22%
51,876
+6,332
60
$7.41M 0.21%
9,597
+1,730
61
$7.22M 0.21%
118,917
+5,382
62
$7.22M 0.21%
42,618
+3,109
63
$7.16M 0.21%
27,468
+5,226
64
$6.95M 0.2%
16,922
+870
65
$6.88M 0.2%
29,683
+5,322
66
$6.88M 0.2%
26,032
+14,584
67
$6.79M 0.2%
36,663
+2,981
68
$6.77M 0.2%
34,563
+16,606
69
$6.72M 0.19%
40,068
+13,617
70
$6.66M 0.19%
411,070
-43,788
71
$6.52M 0.19%
20,635
+6,883
72
$6.49M 0.19%
18,438
+4,905
73
$6.43M 0.19%
109,191
+74,085
74
$6.31M 0.18%
38,612
-5,353
75
$6.28M 0.18%
96,932
+92,416
1 2
3
4 5