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
$442M
AUM Growth
+$5.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1 +$6.69M
2 +$5.14M
3 +$4.18M
4
AAPL icon
Apple
AAPL
+$329K
5
VLO icon
Valero Energy
VLO
+$276K

Top Sells

1 +$2.8M
2 +$1.86M
3 +$1.56M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.04M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$815K

Sector Composition

1 Consumer Discretionary 12.53%
2 Technology 5.62%
3 Industrials 3.9%
4 Financials 3.89%
5 Healthcare 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-1,307
202
-11,204
203
-5,208
204
-15,328
205
-24,773