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
$333M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$43.1M
2
+$37.7M
3
+$36.2M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$33M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$27.6M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 12.82%
2 Technology 4.03%
3 Industrials 2.19%
4 Financials 1.74%
5 Consumer Staples 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$250K 0.08%
+13,284
102
$246K 0.07%
+5,599
103
$243K 0.07%
+3,842
104
$238K 0.07%
+6,073
105
$228K 0.07%
+6,724
106
$223K 0.07%
+3,903
107
$209K 0.06%
+3,708
108
$207K 0.06%
+2,987
109
$205K 0.06%
+4,641
110
$203K 0.06%
+2,237
111
$140K 0.04%
+50,251
112
$89K 0.03%
+1,479
113
$77K 0.02%
+15,353
114
$68K 0.02%
+13,000
115
$52K 0.02%
+10,286
116
$22K 0.01%
+714
117
$17K 0.01%
+42
1 2 3 4
5