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
$424M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1 +$6.8M
2 +$3.5M
3 +$906K
4
ZG icon
Zillow
ZG
+$472K
5
STX icon
Seagate
STX
+$450K

Sector Composition

1 Consumer Discretionary 12.15%
2 Technology 5.15%
3 Financials 3.62%
4 Industrials 3.43%
5 Healthcare 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-13,806
202
-3,000
203
-17,500
204
-1,491
205
-3,274
206
-13,891
207
-3,283