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
$566M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$5.27M
3
+$3.71M
4
AAPL icon
Apple
AAPL
+$1.38M
5
ORCL icon
Oracle
ORCL
+$911K

Top Sells

1
+$29.8M
2
+$1.53M
3
+$1.5M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.44M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.33M

Sector Composition

1 Consumer Discretionary 25.21%
2 Technology 6.11%
3 Communication Services 2.77%
4 Financials 2.75%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$946K 0.17%
11,174
-3,644
77
$939K 0.17%
26,680
+900
78
$938K 0.17%
11,031
-1,076
79
$937K 0.17%
8,840
-140
80
$933K 0.16%
12,306
+164
81
$873K 0.15%
104,094
-696
82
$872K 0.15%
6,712
-631
83
$868K 0.15%
4
-1
84
$866K 0.15%
19,104
-3,155
85
$865K 0.15%
3,549
+30
86
$849K 0.15%
13,160
+642
87
$837K 0.15%
+3,659
88
$812K 0.14%
27,195
+3,905
89
$793K 0.14%
8,279
-109
90
$756K 0.13%
14,566
+575
91
$755K 0.13%
18,924
-461
92
$750K 0.13%
17,499
-93
93
$725K 0.13%
16,547
+5,306
94
$713K 0.13%
7,226
-167
95
$663K 0.12%
13,166
-10
96
$660K 0.12%
3,848
97
$655K 0.12%
6,439
-347
98
$649K 0.11%
4,133
-838
99
$648K 0.11%
8,227
+852
100
$619K 0.11%
4,500
-84
2 3
4
5 6