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
$1.67B
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$9.18M
2
+$7.82M
3
+$4.09M
4
AAPL icon
Apple
AAPL
+$3.51M
5
HON icon
Honeywell
HON
+$2.92M

Top Sells

1
+$9.7M
2
+$8.32M
3
+$3.05M
4
AVLR
Avalara, Inc.
AVLR
+$2.24M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.82M

Sector Composition

1 Consumer Discretionary 22.07%
2 Technology 16.96%
3 Communication Services 10.39%
4 Healthcare 3.04%
5 Financials 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.52M 0.09%
16,032
-3,961
127
$1.48M 0.09%
5,974
+333
128
$1.46M 0.09%
8,837
-1,196
129
$1.46M 0.09%
+33,619
130
$1.41M 0.08%
8,541
-214
131
$1.41M 0.08%
9,955
+1,729
132
$1.4M 0.08%
11,244
-934
133
$1.4M 0.08%
55,464
-5,928
134
$1.38M 0.08%
27,490
-2,567
135
$1.38M 0.08%
21,261
+2,696
136
$1.37M 0.08%
8,004
+2,311
137
$1.35M 0.08%
3,145
-341
138
$1.34M 0.08%
+28,244
139
$1.34M 0.08%
13,237
-488
140
$1.33M 0.08%
33,710
+989
141
$1.27M 0.08%
30,709
-1,142
142
$1.27M 0.08%
15,360
-2,724
143
$1.26M 0.08%
14,711
+1,280
144
$1.26M 0.08%
15,034
-253
145
$1.24M 0.07%
8,359
-146
146
$1.24M 0.07%
42,010
-4,060
147
$1.21M 0.07%
23,092
-145
148
$1.19M 0.07%
3,421
+286
149
$1.19M 0.07%
12,503
+124
150
$1.14M 0.07%
18,559
+2,064
4 5
6
7 8