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
$709M
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$79.1M
2
+$46.3M
3
+$9.15M
4
META icon
Meta Platforms (Facebook)
META
+$6.59M
5
SBUX icon
Starbucks
SBUX
+$6.24M

Top Sells

1
+$1.9M
2
+$926K
3
+$820K
4
CEB
CEB Inc.
CEB
+$600K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$508K

Sector Composition

1 Consumer Discretionary 26.21%
2 Technology 7.62%
3 Communication Services 3.96%
4 Financials 3.17%
5 Healthcare 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$291K 0.04%
+1,394
202
$285K 0.04%
+3,282
203
$281K 0.04%
+4,515
204
$278K 0.04%
+3,362
205
$275K 0.04%
+4,516
206
$270K 0.04%
+16,750
207
$267K 0.04%
+29,968
208
$264K 0.04%
+6,013
209
$263K 0.04%
+3,513
210
$262K 0.04%
+6,278
211
$260K 0.04%
+8,684
212
$258K 0.04%
+9,864
213
$257K 0.04%
+6,193
214
$256K 0.04%
+2,881
215
$255K 0.04%
2,002
-86
216
$254K 0.04%
+1,455
217
$253K 0.04%
5,647
+2
218
$252K 0.04%
2,442
+36
219
$245K 0.03%
7,561
-252
220
$245K 0.03%
+1,267
221
$245K 0.03%
+7,325
222
$243K 0.03%
18,784
+522
223
$241K 0.03%
+3,080
224
$241K 0.03%
3,698
+5
225
$241K 0.03%
1,680
-29
7 8
9
10 11