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
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$10.1M
3
+$6.88M
4
MSFT icon
Microsoft
MSFT
+$6.67M
5
AAPL icon
Apple
AAPL
+$3.54M

Top Sells

1
+$9.17M
2
+$2.18M
3
+$1.6M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.52M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.41M

Sector Composition

1 Consumer Discretionary 33.7%
2 Technology 16.62%
3 Communication Services 9.92%
4 Financials 2.69%
5 Healthcare 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.04M 0.05%
9,260
-1,624
152
$1.04M 0.05%
12,295
+6,351
153
$1.04M 0.05%
15,615
-246
154
$1.03M 0.05%
6,226
+172
155
$1.03M 0.05%
4,465
-150
156
$1.02M 0.05%
12,826
+44
157
$1.02M 0.05%
12,444
-4,196
158
$1.02M 0.05%
10,257
-129
159
$1.01M 0.05%
5,099
-73
160
$978K 0.05%
3,192
+9
161
$973K 0.05%
4,292
+1,338
162
$965K 0.05%
7,877
-474
163
$963K 0.05%
6,402
+3,382
164
$954K 0.05%
13,020
+53
165
$948K 0.05%
7,755
-863
166
$933K 0.05%
15,434
+10,366
167
$919K 0.05%
14,493
+124
168
$910K 0.05%
7,332
+520
169
$909K 0.05%
16,370
+119
170
$907K 0.05%
8,028
-1,488
171
$898K 0.05%
10,528
+963
172
$897K 0.05%
14,825
-583
173
$888K 0.05%
3,974
+259
174
$884K 0.05%
2,134
+95
175
$882K 0.05%
9,616
+582
5 6
7
8 9