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
-$3.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$8.45M
3
+$4.03M
4
AAPL icon
Apple
AAPL
+$4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.79M

Top Sells

1
+$6.08M
2
+$2.63M
3
+$1.28M
4
DOCU icon
DocuSign
DOCU
+$1.03M
5
CHTR icon
Charter Communications
CHTR
+$862K

Sector Composition

1 Consumer Discretionary 33.01%
2 Technology 17.42%
3 Communication Services 9.05%
4 Financials 3.05%
5 Healthcare 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.59M 0.13%
149,268
+18,600
77
$2.58M 0.13%
3,982
-4
78
$2.53M 0.13%
10,692
+59
79
$2.5M 0.13%
30,321
+1,964
80
$2.5M 0.13%
33,807
-487
81
$2.4M 0.12%
17,203
+94
82
$2.29M 0.12%
37,590
+1,720
83
$2.25M 0.12%
19,097
+11
84
$2.25M 0.12%
14,616
-211
85
$2.24M 0.12%
10,256
+1,447
86
$2.23M 0.12%
19,467
-1,134
87
$2.22M 0.11%
43,967
+7,093
88
$2.2M 0.11%
37,385
-6,739
89
$2.2M 0.11%
19,389
-520
90
$2.11M 0.11%
5,399
-103
91
$2.08M 0.11%
8,014
-595
92
$2.04M 0.11%
12,421
+324
93
$2.03M 0.1%
14,512
+708
94
$2M 0.1%
26,680
+1,624
95
$1.91M 0.1%
3,351
+8
96
$1.86M 0.1%
11,117
+214
97
$1.84M 0.1%
42,884
+5
98
$1.82M 0.09%
33,617
-3,145
99
$1.81M 0.09%
+75,699
100
$1.8M 0.09%
13,561
+839
2 3
4
5 6