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
$709M
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$79.1M
2
+$46.3M
3
+$9.15M
4
META icon
Meta Platforms (Facebook)
META
+$6.59M
5
SBUX icon
Starbucks
SBUX
+$6.24M

Top Sells

1
+$1.9M
2
+$926K
3
+$820K
4
CEB
CEB Inc.
CEB
+$600K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$508K

Sector Composition

1 Consumer Discretionary 26.21%
2 Technology 7.62%
3 Communication Services 3.96%
4 Financials 3.17%
5 Healthcare 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$791K 0.11%
+7,614
102
$777K 0.11%
+43,994
103
$768K 0.11%
+4,592
104
$753K 0.11%
9,355
-236
105
$752K 0.11%
+19,401
106
$747K 0.11%
2,690
+6
107
$725K 0.1%
+4,534
108
$719K 0.1%
+6,988
109
$716K 0.1%
+45,084
110
$705K 0.1%
+32,402
111
$691K 0.1%
+2,051
112
$677K 0.1%
+18,512
113
$659K 0.09%
9,851
-587
114
$650K 0.09%
7,348
+1,999
115
$649K 0.09%
+26,819
116
$646K 0.09%
+27,280
117
$631K 0.09%
+17,842
118
$628K 0.09%
7,628
-610
119
$628K 0.09%
+5,346
120
$609K 0.09%
65,088
-11,728
121
$606K 0.09%
4,040
122
$600K 0.08%
+14,864
123
$578K 0.08%
5,736
+17
124
$570K 0.08%
7,780
-100
125
$566K 0.08%
+11,407
3 4
5
6 7