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
126
$1.3M 0.07%
3,446
+58
127
$1.3M 0.07%
24,195
-2,680
128
$1.3M 0.07%
4,508
+83
129
$1.29M 0.07%
12,818
+8
130
$1.27M 0.07%
28,142
-1,317
131
$1.27M 0.07%
17,303
+1,843
132
$1.24M 0.06%
3,518
+186
133
$1.24M 0.06%
8,654
+141
134
$1.22M 0.06%
48,546
+978
135
$1.21M 0.06%
20,697
+6,889
136
$1.18M 0.06%
65,507
+12,759
137
$1.18M 0.06%
25,020
-1,068
138
$1.16M 0.06%
17,370
+6,275
139
$1.16M 0.06%
3,176
+331
140
$1.15M 0.06%
7,791
+481
141
$1.14M 0.06%
13,661
+490
142
$1.13M 0.06%
7,675
+82
143
$1.13M 0.06%
35,984
+17,900
144
$1.11M 0.06%
7,510
+129
145
$1.09M 0.06%
10,438
+2,953
146
$1.08M 0.06%
4,906
+508
147
$1.07M 0.06%
5,134
+310
148
$1.06M 0.05%
7,050
+6
149
$1.06M 0.05%
14,160
+351
150
$1.05M 0.05%
8,334
+295
4 5
6
7 8