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
126
$1.39M 0.07%
6,004
+312
127
$1.37M 0.07%
67,284
-10,939
128
$1.32M 0.07%
16,867
-436
129
$1.32M 0.07%
+40,671
130
$1.28M 0.07%
21,702
+1,327
131
$1.24M 0.06%
14,616
+955
132
$1.24M 0.06%
50,043
+1,497
133
$1.23M 0.06%
12,039
-779
134
$1.23M 0.06%
27,427
-948
135
$1.23M 0.06%
9,505
+851
136
$1.22M 0.06%
11,821
+1,383
137
$1.2M 0.06%
3,585
+67
138
$1.18M 0.06%
7,924
+133
139
$1.17M 0.06%
3,396
-50
140
$1.17M 0.06%
25,250
-2,892
141
$1.17M 0.06%
10,835
+1,575
142
$1.15M 0.06%
4,484
-24
143
$1.15M 0.06%
13,424
+3,433
144
$1.15M 0.06%
20,356
-341
145
$1.13M 0.06%
45,252
+13,340
146
$1.13M 0.06%
+34,532
147
$1.13M 0.06%
+5,484
148
$1.13M 0.06%
36,084
+100
149
$1.13M 0.06%
12,736
-90
150
$1.1M 0.06%
8,781
+4,380
4 5
6
7 8