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
$566M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$5.27M
3
+$3.71M
4
AAPL icon
Apple
AAPL
+$1.38M
5
ORCL icon
Oracle
ORCL
+$911K

Top Sells

1
+$29.8M
2
+$1.53M
3
+$1.5M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.44M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.33M

Sector Composition

1 Consumer Discretionary 25.21%
2 Technology 6.11%
3 Communication Services 2.77%
4 Financials 2.75%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$616K 0.11%
6,915
+11
102
$606K 0.11%
5,039
-3,583
103
$589K 0.1%
44,385
-7,894
104
$574K 0.1%
5,354
-476
105
$546K 0.1%
5,701
-999
106
$543K 0.1%
6,864
+2,523
107
$543K 0.1%
10,043
+1,854
108
$534K 0.09%
12,587
+1,537
109
$522K 0.09%
6,018
-366
110
$512K 0.09%
6,071
-1,112
111
$511K 0.09%
4,041
+100
112
$506K 0.09%
8,708
-38
113
$494K 0.09%
5,791
-346
114
$480K 0.08%
3,736
-32
115
$469K 0.08%
4,600
+2
116
$469K 0.08%
3,450
+202
117
$459K 0.08%
3,249
+579
118
$453K 0.08%
4,760
+2
119
$452K 0.08%
5,426
+23
120
$449K 0.08%
8,389
+481
121
$439K 0.08%
7,098
-1,676
122
$438K 0.08%
5,622
+1,074
123
$434K 0.08%
5,129
-137
124
$434K 0.08%
3,644
-499
125
$433K 0.08%
23,910
-235
3 4
5
6 7