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
$1.94B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$10.1M
3
+$6.88M
4
MSFT icon
Microsoft
MSFT
+$6.67M
5
AAPL icon
Apple
AAPL
+$3.54M

Top Sells

1
+$9.17M
2
+$2.18M
3
+$1.6M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.52M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.41M

Sector Composition

1 Consumer Discretionary 33.7%
2 Technology 16.62%
3 Communication Services 9.92%
4 Financials 2.69%
5 Healthcare 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.51M 0.13%
8,609
+540
77
$2.49M 0.13%
34,294
+135
78
$2.49M 0.13%
28,357
-4,622
79
$2.47M 0.13%
31,747
+950
80
$2.4M 0.12%
17,109
+132
81
$2.38M 0.12%
20,601
-1,929
82
$2.33M 0.12%
19,086
-1,716
83
$2.29M 0.12%
14,827
+3,396
84
$2.29M 0.12%
19,909
+283
85
$2.26M 0.12%
130,668
+42,978
86
$2.22M 0.11%
3,986
+766
87
$2.2M 0.11%
5,502
+89
88
$2.06M 0.11%
36,762
+3,512
89
$2M 0.1%
12,097
+552
90
$1.99M 0.1%
8,809
+83
91
$1.96M 0.1%
8,907
+203
92
$1.95M 0.1%
25,056
-1,812
93
$1.9M 0.1%
36,874
-1,781
94
$1.9M 0.1%
35,870
-3,120
95
$1.87M 0.1%
42,879
+3,095
96
$1.86M 0.1%
13,804
+793
97
$1.85M 0.1%
51,043
+500
98
$1.84M 0.1%
45,142
-305
99
$1.82M 0.09%
4,764
+22
100
$1.78M 0.09%
12,722
+785
2 3
4
5 6