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
-$3.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$8.45M
3
+$4.03M
4
AAPL icon
Apple
AAPL
+$4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.79M

Top Sells

1
+$6.08M
2
+$2.63M
3
+$1.28M
4
DOCU icon
DocuSign
DOCU
+$1.03M
5
CHTR icon
Charter Communications
CHTR
+$862K

Sector Composition

1 Consumer Discretionary 33.01%
2 Technology 17.42%
3 Communication Services 9.05%
4 Financials 3.05%
5 Healthcare 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.77M 0.09%
4,740
-24
102
$1.75M 0.09%
6,500
-65
103
$1.75M 0.09%
45,068
+4,349
104
$1.74M 0.09%
29,297
+1
105
$1.68M 0.09%
14,175
+146
106
$1.68M 0.09%
39,061
+1,137
107
$1.68M 0.09%
8,570
-337
108
$1.65M 0.09%
8,583
-447
109
$1.64M 0.08%
94,860
+3,846
110
$1.62M 0.08%
15,998
+1,380
111
$1.53M 0.08%
45,169
+27
112
$1.52M 0.08%
20,579
+8,686
113
$1.51M 0.08%
109,803
+19,000
114
$1.5M 0.08%
12,724
+123
115
$1.49M 0.08%
24,508
-986
116
$1.49M 0.08%
14,454
-257
117
$1.48M 0.08%
5,576
+121
118
$1.47M 0.08%
27,870
+3,675
119
$1.46M 0.08%
14,346
-138
120
$1.44M 0.07%
5,974
+1,509
121
$1.44M 0.07%
51,043
122
$1.44M 0.07%
3,379
+40
123
$1.41M 0.07%
12,907
+4,879
124
$1.4M 0.07%
26,710
-2,037
125
$1.39M 0.07%
16,694
+50
3 4
5
6 7