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
176
$1.85M 0.05%
17,475
+15,078
177
$1.83M 0.05%
58,132
+17,493
178
$1.82M 0.05%
15,039
+8,002
179
$1.79M 0.05%
24,240
+19,195
180
$1.79M 0.05%
10,028
+2,023
181
$1.78M 0.05%
4,427
+579
182
$1.78M 0.05%
31,032
+3,941
183
$1.76M 0.05%
43,986
+16,704
184
$1.75M 0.05%
53,420
+12,095
185
$1.7M 0.05%
12,213
+199
186
$1.66M 0.05%
6,674
-1,261
187
$1.64M 0.05%
4,564
+609
188
$1.62M 0.05%
25,650
-209
189
$1.61M 0.05%
1,575
+296
190
$1.61M 0.05%
12,782
+1,185
191
$1.6M 0.05%
12,212
+1,524
192
$1.58M 0.05%
14,855
+1,102
193
$1.58M 0.05%
3,176
+143
194
$1.57M 0.05%
9,336
+1,807
195
$1.53M 0.04%
15,278
+8,834
196
$1.53M 0.04%
12,126
+4,723
197
$1.52M 0.04%
5,981
-76
198
$1.51M 0.04%
14,570
+5,708
199
$1.5M 0.04%
5,916
+33
200
$1.49M 0.04%
57,719
+16,823
6 7
8
9 10