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
$1.45B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$66M
2
+$5.49M
3
+$4.83M
4
AAPL icon
Apple
AAPL
+$2.56M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.59M

Top Sells

1
+$6.8M
2
+$4.31M
3
+$2.01M
4
SIVB
SVB Financial Group
SIVB
+$726K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$590K

Sector Composition

1 Consumer Discretionary 40.55%
2 Technology 15.81%
3 Communication Services 8%
4 Healthcare 2.34%
5 Financials 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$567K 0.04%
+10,074
177
$566K 0.04%
3,439
+1,118
178
$559K 0.04%
5,424
-212
179
$555K 0.04%
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+4,705
180
$554K 0.04%
16,125
-1,042
181
$553K 0.04%
3,522
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182
$551K 0.04%
17,886
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183
$546K 0.04%
16,105
+7,106
184
$542K 0.04%
9,287
+1,183
185
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+2,453
186
$518K 0.04%
4,689
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187
$510K 0.04%
11,725
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188
$509K 0.04%
7,241
-59
189
$498K 0.03%
+3,166
190
$493K 0.03%
26,788
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191
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192
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193
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17,804
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194
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195
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9,157
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196
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50,717
+1,915
197
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4,554
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198
$465K 0.03%
7,695
+3,725
199
$461K 0.03%
4,374
+730
200
$458K 0.03%
4,868
-30
6 7
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