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
$1.67B
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$9.18M
2
+$7.82M
3
+$4.09M
4
AAPL icon
Apple
AAPL
+$3.51M
5
HON icon
Honeywell
HON
+$2.92M

Top Sells

1
+$9.7M
2
+$8.32M
3
+$3.05M
4
AVLR
Avalara, Inc.
AVLR
+$2.24M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.82M

Sector Composition

1 Consumer Discretionary 22.07%
2 Technology 16.96%
3 Communication Services 10.39%
4 Healthcare 3.04%
5 Financials 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.89M 0.17%
16,115
-2,030
77
$2.88M 0.17%
82,246
-15,635
78
$2.57M 0.15%
16,926
+1,157
79
$2.56M 0.15%
77,193
+964
80
$2.55M 0.15%
60,753
-401
81
$2.54M 0.15%
18,755
+783
82
$2.51M 0.15%
42,943
-263
83
$2.51M 0.15%
48,941
+219
84
$2.45M 0.15%
28,190
-3,506
85
$2.43M 0.15%
15,031
+167
86
$2.4M 0.14%
50,354
-17,010
87
$2.4M 0.14%
159,168
-1,341
88
$2.37M 0.14%
11,029
-492
89
$2.35M 0.14%
28,116
-3,526
90
$2.29M 0.14%
6,246
-186
91
$2.27M 0.14%
18,843
+129
92
$2.21M 0.13%
56,594
-748
93
$2.2M 0.13%
10,995
+309
94
$2.2M 0.13%
34,611
+1,060
95
$2.15M 0.13%
11,949
+782
96
$2.13M 0.13%
12,576
-1,688
97
$2.13M 0.13%
6,322
-521
98
$2.08M 0.12%
4,063
-571
99
$2.03M 0.12%
9,819
+917
100
$2.03M 0.12%
19,301
-453
2 3
4
5 6