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
151
$2.29M 0.07%
6,194
+2,323
152
$2.28M 0.07%
18,777
+306
153
$2.25M 0.07%
21,176
+584
154
$2.23M 0.06%
3,552
+1,350
155
$2.23M 0.06%
50,375
156
$2.2M 0.06%
9,477
+1,684
157
$2.16M 0.06%
10,930
+1,892
158
$2.16M 0.06%
44,781
+7,280
159
$2.15M 0.06%
16,836
+3,177
160
$2.1M 0.06%
9,209
-254
161
$2.06M 0.06%
38,717
+31,755
162
$2.06M 0.06%
12,674
+2,771
163
$2.03M 0.06%
28,282
+1,840
164
$2M 0.06%
12,008
+2,421
165
$1.99M 0.06%
3,474
+508
166
$1.97M 0.06%
59,482
+4,318
167
$1.97M 0.06%
17,018
+3,332
168
$1.94M 0.06%
3,995
+191
169
$1.93M 0.06%
4,548
+1,278
170
$1.92M 0.06%
6,481
+1,273
171
$1.92M 0.06%
52,347
172
$1.92M 0.06%
3,672
+731
173
$1.9M 0.06%
14,492
+11,065
174
$1.86M 0.05%
+37,649
175
$1.86M 0.05%
8,738
+2,960
5 6
7
8 9