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
$1.45B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$66M
2
+$5.49M
3
+$4.83M
4
AAPL icon
Apple
AAPL
+$2.56M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.59M

Top Sells

1
+$6.8M
2
+$4.31M
3
+$2.01M
4
SIVB
SVB Financial Group
SIVB
+$726K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$590K

Sector Composition

1 Consumer Discretionary 40.55%
2 Technology 15.81%
3 Communication Services 8%
4 Healthcare 2.34%
5 Financials 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.68M 0.12%
48,210
+6,320
77
$1.66M 0.11%
27,856
-1,951
78
$1.65M 0.11%
5,301
+1,397
79
$1.59M 0.11%
8,975
+2,429
80
$1.59M 0.11%
43,624
+3,968
81
$1.58M 0.11%
13,554
-2,475
82
$1.58M 0.11%
100,436
+24,250
83
$1.56M 0.11%
72,629
+2,276
84
$1.53M 0.11%
16,599
+592
85
$1.53M 0.11%
63,543
+10,647
86
$1.49M 0.1%
14,238
+808
87
$1.45M 0.1%
17,883
+528
88
$1.41M 0.1%
2,021
+117
89
$1.41M 0.1%
72,828
+5,468
90
$1.41M 0.1%
7,134
+1,140
91
$1.38M 0.1%
3,610
+1,218
92
$1.35M 0.09%
100,120
-23,720
93
$1.33M 0.09%
10,338
+131
94
$1.28M 0.09%
4,784
+51
95
$1.28M 0.09%
8,326
+500
96
$1.26M 0.09%
2,848
+771
97
$1.23M 0.09%
52,500
98
$1.23M 0.08%
11,099
+35
99
$1.21M 0.08%
4,061
+871
100
$1.21M 0.08%
24,494
+2,087
2 3
4
5 6