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
$1.7B
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$5.07M
3
+$4.46M
4
SOFI icon
SoFi Technologies
SOFI
+$3.29M
5
AAPL icon
Apple
AAPL
+$2.36M

Top Sells

1
+$25.2M
2
+$2.27M
3
+$1.67M
4
TSLA icon
Tesla
TSLA
+$1.57M
5
COST icon
Costco
COST
+$1.12M

Sector Composition

1 Consumer Discretionary 27.6%
2 Technology 16.74%
3 Communication Services 10.13%
4 Financials 2.73%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.42M 0.08%
8,310
-941
127
$1.41M 0.08%
14,766
-791
128
$1.41M 0.08%
13,835
+2,109
129
$1.36M 0.08%
8,174
-175
130
$1.36M 0.08%
10,605
+243
131
$1.36M 0.08%
61,392
+7,674
132
$1.36M 0.08%
11,218
+1,735
133
$1.35M 0.08%
8,755
+462
134
$1.34M 0.08%
70,772
+3,890
135
$1.33M 0.08%
30,057
-678
136
$1.28M 0.08%
31,851
+332
137
$1.27M 0.07%
13,080
+383
138
$1.26M 0.07%
5,641
+184
139
$1.24M 0.07%
32,721
-849
140
$1.24M 0.07%
23,237
+613
141
$1.21M 0.07%
22,698
-3,171
142
$1.2M 0.07%
15,287
+602
143
$1.19M 0.07%
8,505
+25
144
$1.18M 0.07%
5,513
-346
145
$1.18M 0.07%
8,673
-1
146
$1.18M 0.07%
18,565
+1,173
147
$1.16M 0.07%
3,486
-193
148
$1.13M 0.07%
11,900
+106
149
$1.12M 0.07%
13,725
+857
150
$1.12M 0.07%
27,832
-628
4 5
6
7 8