BJL
Brighton Jones LLC Portfolio holdings
AUM
$3.69B
This Quarter Return
+3.71%
1 Year Return
+19.56%
3 Year Return
+100.42%
5 Year Return
+136.99%
10 Year Return
+447.23%
AUM
$709M
AUM Growth
+$709M
(+72%)
Cap. Flow
+$274M
Cap. Flow
% of AUM
38.58%
Top 10 Holdings %
Top 10 Hldgs %
61.02%
Holding
281
New
181
Increased
47
Reduced
40
Closed
6
Top Buys
| 1 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
$79.1M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$46.3M |
| 3 |
SWIR
Sierra Wireless
SWIR
|
$9.15M |
| 4 |
Meta Platforms (Facebook)
META
|
$6.59M |
| 5 |
Starbucks
SBUX
|
$6.24M |
Top Sells
| 1 |
Amazon
AMZN
|
$1.9M |
| 2 |
iShares Russell 3000 ETF
IWV
|
$926K |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$820K |
| 4 |
CEB
CEB Inc.
CEB
|
$600K |
| 5 |
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% |
