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
$1.94B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$10.1M
3
+$6.88M
4
MSFT icon
Microsoft
MSFT
+$6.67M
5
AAPL icon
Apple
AAPL
+$3.54M

Top Sells

1
+$9.17M
2
+$2.18M
3
+$1.6M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.52M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.41M

Sector Composition

1 Consumer Discretionary 33.7%
2 Technology 16.62%
3 Communication Services 9.92%
4 Financials 2.69%
5 Healthcare 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.74M 0.09%
9,030
+1,967
102
$1.7M 0.09%
78,223
+5,132
103
$1.69M 0.09%
3,343
+261
104
$1.67M 0.09%
10,903
+9,056
105
$1.67M 0.09%
29,296
+31
106
$1.65M 0.09%
14,029
+56
107
$1.64M 0.08%
29,450
+15,396
108
$1.62M 0.08%
25,494
+2,999
109
$1.6M 0.08%
40,719
-3,001
110
$1.58M 0.08%
91,014
-81,258
111
$1.58M 0.08%
16,644
112
$1.56M 0.08%
6,565
+795
113
$1.55M 0.08%
28,747
+2,758
114
$1.53M 0.08%
14,618
-301
115
$1.49M 0.08%
37,924
-10,035
116
$1.47M 0.08%
5,455
+151
117
$1.47M 0.08%
14,484
+3,213
118
$1.46M 0.08%
12,601
-1,564
119
$1.42M 0.07%
28,375
+231
120
$1.38M 0.07%
14,711
-3,800
121
$1.37M 0.07%
3,339
-4
122
$1.36M 0.07%
20,375
-486
123
$1.35M 0.07%
90,803
-5,500
124
$1.33M 0.07%
111,219
125
$1.31M 0.07%
5,692
-498
3 4
5
6 7