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
176
$230K 0.04%
2,967
177
$228K 0.04%
4,365
-163
178
$228K 0.04%
11,740
+15
179
$225K 0.04%
1,514
+158
180
$222K 0.04%
16,750
181
$219K 0.04%
1,440
-41
182
$218K 0.04%
1,702
+41
183
$218K 0.04%
+6,684
184
$218K 0.04%
7,338
-1,480
185
$217K 0.04%
4,245
186
$216K 0.04%
+4,754
187
$215K 0.04%
+1,895
188
$214K 0.04%
6,415
-60
189
$213K 0.04%
2,729
-268
190
$213K 0.04%
1,507
-67
191
$210K 0.04%
+2,939
192
$184K 0.03%
21,953
+5,107
193
$182K 0.03%
10,199
194
$160K 0.03%
12,693
-5,646
195
$139K 0.02%
13,218
196
$106K 0.02%
20,016
197
$99K 0.02%
13,106
198
$87K 0.02%
42,145
199
$66K 0.01%
13,536
200
$59K 0.01%
+21,505
5 6 7
8
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