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
$566M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$5.27M
3
+$3.71M
4
AAPL icon
Apple
AAPL
+$1.38M
5
ORCL icon
Oracle
ORCL
+$911K

Top Sells

1
+$29.8M
2
+$1.53M
3
+$1.5M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.44M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.33M

Sector Composition

1 Consumer Discretionary 25.21%
2 Technology 6.11%
3 Communication Services 2.77%
4 Financials 2.75%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$128M 22.67%
3,586,200
+328,980
2
$54.3M 9.6%
2,553,818
+174,265
3
$33.5M 5.93%
286,940
-11,379
4
$32.1M 5.68%
299,867
-423
5
$30.1M 5.33%
243,080
-12,104
6
$16.8M 2.97%
527,879
-39,040
7
$14.7M 2.59%
145,975
-14,300
8
$14.4M 2.54%
257,297
-2,643
9
$14.1M 2.49%
122,420
-4,648
10
$12.4M 2.19%
58,946
-412
11
$9.46M 1.67%
224,924
-14,616
12
$9.29M 1.64%
192,534
-7,117
13
$8.38M 1.48%
163,781
-12,199
14
$7.94M 1.4%
166,692
-7,828
15
$6.61M 1.17%
276,712
+57,776
16
$6.45M 1.14%
98,638
-4,561
17
$5.96M 1.05%
104,260
+2,635
18
$5.95M 1.05%
350,940
+310,804
19
$4.72M 0.83%
137,240
-1,482
20
$4.42M 0.78%
21,075
+1,660
21
$4.34M 0.77%
29,997
+3,731
22
$3.94M 0.7%
120,034
-77
23
$3.33M 0.59%
114,152
+179
24
$3.08M 0.54%
71,132
-4,579
25
$2.75M 0.49%
18,202
-1,597
1
2 3 4 5