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
$437M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Sells

1 +$2.54M
2 +$1.65M
3 +$1.15M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.1M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.05M

Sector Composition

1 Consumer Discretionary 13.45%
2 Technology 4.87%
3 Financials 3.43%
4 Industrials 3.31%
5 Healthcare 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$460K 0.11%
9,007
+4,247
102
$448K 0.1%
5,868
+1,121
103
$440K 0.1%
13,234
-1,690
104
$433K 0.1%
13,052
+4,860
105
$430K 0.1%
9,198
+2,407
106
$418K 0.1%
3,985
107
$418K 0.1%
5,841
+1,437
108
$418K 0.1%
11,094
+1,113
109
$406K 0.09%
+7,426
110
$400K 0.09%
8,563
+44
111
$390K 0.09%
7,008
+2,620
112
$377K 0.09%
4,956
-117
113
$374K 0.09%
3,144
+412
114
$373K 0.09%
6,860
115
$366K 0.08%
+7,240
116
$362K 0.08%
4,225
+21
117
$357K 0.08%
3,940
+55
118
$357K 0.08%
4,629
+601
119
$356K 0.08%
+13,891
120
$353K 0.08%
8,803
-186
121
$351K 0.08%
+5,255
122
$346K 0.08%
2,731
-513
123
$346K 0.08%
4,604
-979
124
$340K 0.08%
15,682
+200
125
$339K 0.08%
3,513