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
$709M
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$79.1M
2
+$46.3M
3
+$9.15M
4
META icon
Meta Platforms (Facebook)
META
+$6.59M
5
SBUX icon
Starbucks
SBUX
+$6.24M

Top Sells

1
+$1.9M
2
+$926K
3
+$820K
4
CEB
CEB Inc.
CEB
+$600K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$508K

Sector Composition

1 Consumer Discretionary 26.21%
2 Technology 7.62%
3 Communication Services 3.96%
4 Financials 3.17%
5 Healthcare 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.13M 0.16%
32,515
-110
77
$1.13M 0.16%
7,379
+190
78
$1.12M 0.16%
+27,164
79
$1.09M 0.15%
+9,461
80
$1.08M 0.15%
10,339
+2,156
81
$1.07M 0.15%
+18,970
82
$1.07M 0.15%
19,418
+592
83
$1.03M 0.15%
+12,388
84
$1.03M 0.14%
+15,458
85
$1.01M 0.14%
+22,720
86
$1.01M 0.14%
7,797
+242
87
$918K 0.13%
+18,350
88
$917K 0.13%
+10,517
89
$916K 0.13%
+7,212
90
$912K 0.13%
19,066
-320
91
$899K 0.13%
16,134
+2,538
92
$894K 0.13%
12,748
+613
93
$885K 0.12%
+42,815
94
$875K 0.12%
+8,300
95
$874K 0.12%
22,321
-2,093
96
$871K 0.12%
+11,331
97
$866K 0.12%
+17,666
98
$838K 0.12%
+17,576
99
$805K 0.11%
17,939
+122
100
$800K 0.11%
+568
2 3
4
5 6