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
$333M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$43.1M
2
+$37.7M
3
+$36.2M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$33M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$27.6M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 12.82%
2 Technology 4.03%
3 Industrials 2.19%
4 Financials 1.74%
5 Consumer Staples 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.1M 12.94%
+924,293
2
$37.7M 11.33%
+2,717,720
3
$36.2M 10.87%
+375,695
4
$33M 9.91%
+366,986
5
$27.6M 8.28%
+379,115
6
$17.6M 5.29%
+307,356
7
$16M 4.8%
+164,849
8
$10.9M 3.26%
+259,287
9
$10.8M 3.25%
+175,518
10
$10.4M 3.13%
+64,809
11
$8.9M 2.67%
+273,976
12
$6.43M 1.93%
+57,707
13
$5.28M 1.59%
+137,234
14
$3.89M 1.17%
+112,690
15
$3.12M 0.94%
+220,220
16
$2.44M 0.73%
+100,639
17
$2.42M 0.73%
+29,279
18
$2.4M 0.72%
+66,945
19
$1.83M 0.55%
+17,033
20
$1.54M 0.46%
+18,424
21
$1.52M 0.46%
+46,508
22
$1.51M 0.45%
+16,664
23
$1.49M 0.45%
+41,470
24
$1.49M 0.45%
+25,667
25
$1.38M 0.42%
+89,489
1
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