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
$566M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$5.27M
3
+$3.71M
4
AAPL icon
Apple
AAPL
+$1.38M
5
ORCL icon
Oracle
ORCL
+$911K

Top Sells

1
+$29.8M
2
+$1.53M
3
+$1.5M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.44M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.33M

Sector Composition

1 Consumer Discretionary 25.21%
2 Technology 6.11%
3 Communication Services 2.77%
4 Financials 2.75%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$344K 0.06%
4,120
+250
152
$340K 0.06%
4,467
-7
153
$339K 0.06%
4,270
+22
154
$338K 0.06%
23,865
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155
$324K 0.06%
13,321
-9,564
156
$314K 0.06%
4,227
+43
157
$312K 0.06%
3,879
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158
$299K 0.05%
7,635
+5
159
$292K 0.05%
+8,638
160
$291K 0.05%
3,802
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161
$286K 0.05%
3,873
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162
$284K 0.05%
7,214
-1,360
163
$280K 0.05%
17,400
+5,000
164
$280K 0.05%
3,541
-145
165
$271K 0.05%
2,066
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166
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167
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7,073
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168
$264K 0.05%
3,002
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169
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3,108
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170
$249K 0.04%
2,660
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171
$245K 0.04%
6,379
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172
$244K 0.04%
4,015
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173
$242K 0.04%
29,124
-8,364
174
$239K 0.04%
+2,787
175
$237K 0.04%
15,260
-1,620
5 6
7
8 9