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
126
$419K 0.07%
6,860
127
$419K 0.07%
5,508
-110
128
$413K 0.07%
23,788
-12,500
129
$413K 0.07%
6,237
-335
130
$412K 0.07%
10,836
+2,530
131
$410K 0.07%
2,697
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132
$410K 0.07%
6,793
133
$404K 0.07%
3,258
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134
$403K 0.07%
13,779
+281
135
$403K 0.07%
8,000
136
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5,004
-108
137
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138
$390K 0.07%
6,025
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139
$389K 0.07%
28,734
-3,582
140
$388K 0.07%
10,248
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141
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142
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143
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10,539
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144
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15,531
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145
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6,089
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146
$369K 0.07%
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147
$354K 0.06%
6,685
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148
$353K 0.06%
13,002
-190
149
$351K 0.06%
18,354
-558
150
$349K 0.06%
3,479
-116
4 5
6
7 8