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
-$3.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$8.45M
3
+$4.03M
4
AAPL icon
Apple
AAPL
+$4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.79M

Top Sells

1
+$6.08M
2
+$2.63M
3
+$1.28M
4
DOCU icon
DocuSign
DOCU
+$1.03M
5
CHTR icon
Charter Communications
CHTR
+$862K

Sector Composition

1 Consumer Discretionary 33.01%
2 Technology 17.42%
3 Communication Services 9.05%
4 Financials 3.05%
5 Healthcare 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.09M 0.06%
3,303
+111
152
$1.08M 0.06%
14,525
+365
153
$1.06M 0.05%
17,168
-202
154
$1.06M 0.05%
8,329
-5
155
$1.06M 0.05%
7,057
+7
156
$1.05M 0.05%
7,478
-32
157
$1.03M 0.05%
5,158
+59
158
$1M 0.05%
10,602
+345
159
$1M 0.05%
4,709
-197
160
$979K 0.05%
7,808
+476
161
$975K 0.05%
20,982
-4,038
162
$973K 0.05%
11,880
-564
163
$969K 0.05%
2,788
-388
164
$958K 0.05%
6,632
+230
165
$956K 0.05%
11,123
+595
166
$950K 0.05%
3,864
+999
167
$945K 0.05%
16,118
-252
168
$917K 0.05%
6,308
-1,367
169
$915K 0.05%
12,892
-128
170
$899K 0.05%
3,314
+15
171
$898K 0.05%
23,926
+5,623
172
$896K 0.05%
14,917
+92
173
$891K 0.05%
5,886
-22
174
$888K 0.05%
4,874
-260
175
$887K 0.05%
10,391
+491
5 6
7
8 9