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
$3.46B
AUM Growth
+$801M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$166M
2
+$87.1M
3
+$17.3M
4
ORCL icon
Oracle
ORCL
+$16.7M
5
PFE icon
Pfizer
PFE
+$16.4M

Top Sells

1
+$9.94M
2
+$1.86M
3
+$1.66M
4
SYY icon
Sysco
SYY
+$1.63M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.47M

Sector Composition

1 Consumer Discretionary 29.06%
2 Technology 22.82%
3 Communication Services 4.41%
4 Financials 4.07%
5 Healthcare 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.87M 0.08%
105,089
+42,608
127
$2.86M 0.08%
9,937
-356
128
$2.75M 0.08%
+6,572
129
$2.74M 0.08%
30,762
+11,469
130
$2.72M 0.08%
11,246
+1,903
131
$2.69M 0.08%
9,286
+1,649
132
$2.69M 0.08%
37,423
+18,677
133
$2.69M 0.08%
7,409
+2,519
134
$2.68M 0.08%
14,034
+112
135
$2.67M 0.08%
20,670
+201
136
$2.67M 0.08%
7,803
+2,417
137
$2.67M 0.08%
17,356
+9,343
138
$2.65M 0.08%
132,178
-6,843
139
$2.61M 0.08%
7,279
-1,162
140
$2.57M 0.07%
33,923
+12,655
141
$2.56M 0.07%
52,998
+5,622
142
$2.51M 0.07%
21,374
-1,062
143
$2.48M 0.07%
8,887
+218
144
$2.45M 0.07%
27,376
+226
145
$2.44M 0.07%
19,284
-4,518
146
$2.44M 0.07%
18,495
+14,829
147
$2.43M 0.07%
39,072
+4,591
148
$2.42M 0.07%
13,587
+10,428
149
$2.31M 0.07%
48,274
+36,863
150
$2.29M 0.07%
4,409
+988
4 5
6
7 8