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
201
$1.44M 0.04%
2,313
+598
202
$1.44M 0.04%
20,904
-226
203
$1.44M 0.04%
2,523
+798
204
$1.42M 0.04%
6,188
-19
205
$1.42M 0.04%
11,997
-3
206
$1.41M 0.04%
11,392
+4,850
207
$1.41M 0.04%
19,990
+12,499
208
$1.41M 0.04%
21,266
+13,406
209
$1.4M 0.04%
5,519
+277
210
$1.39M 0.04%
2,970
+1,895
211
$1.39M 0.04%
16,134
-684
212
$1.38M 0.04%
6,861
+2,320
213
$1.37M 0.04%
7,917
+2,035
214
$1.34M 0.04%
72,900
215
$1.33M 0.04%
1,050
-18
216
$1.33M 0.04%
9,662
+1,980
217
$1.33M 0.04%
14,359
+2,450
218
$1.32M 0.04%
7,516
+246
219
$1.29M 0.04%
16,582
+11,946
220
$1.28M 0.04%
+14,330
221
$1.25M 0.04%
6,500
+2,443
222
$1.25M 0.04%
251
+65
223
$1.25M 0.04%
6,742
+1,236
224
$1.23M 0.04%
3,343
-9
225
$1.23M 0.04%
6,761
+1,301
7 8
9
10 11