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
$333M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$43.1M
2
+$37.7M
3
+$36.2M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$33M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$27.6M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 12.82%
2 Technology 4.03%
3 Industrials 2.19%
4 Financials 1.74%
5 Consumer Staples 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$341K 0.1%
+5,832
77
$332K 0.1%
+3,985
78
$328K 0.1%
+5,368
79
$326K 0.1%
+5,381
80
$323K 0.1%
+3,995
81
$321K 0.1%
+9,164
82
$320K 0.1%
+4,727
83
$309K 0.09%
+4,186
84
$303K 0.09%
+4,805
85
$301K 0.09%
+13,040
86
$296K 0.09%
+5,876
87
$295K 0.09%
+7,128
88
$283K 0.09%
+8,104
89
$278K 0.08%
+2,511
90
$276K 0.08%
+5,748
91
$274K 0.08%
+18,490
92
$273K 0.08%
+8,568
93
$262K 0.08%
+3,129
94
$260K 0.08%
+7,690
95
$260K 0.08%
+9,891
96
$258K 0.08%
+25,000
97
$257K 0.08%
+3,007
98
$255K 0.08%
+4,674
99
$254K 0.08%
+3,543
100
$251K 0.08%
+45,558
1 2 3
4
5