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
$2.15B
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$6.43M
3
+$5.46M
4
XOM icon
Exxon Mobil
XOM
+$4.95M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$4.08M

Top Sells

1
+$2.42M
2
+$653K
3
+$630K
4
MTG icon
MGIC Investment
MTG
+$585K
5
ORCL icon
Oracle
ORCL
+$580K

Sector Composition

1 Consumer Discretionary 30.7%
2 Technology 16.94%
3 Communication Services 10.48%
4 Financials 2.85%
5 Healthcare 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$503K 0.02%
64,771
+1,241
277
$502K 0.02%
3,795
+116
278
$494K 0.02%
6,008
-86
279
$494K 0.02%
12,660
+115
280
$490K 0.02%
3,735
-24
281
$489K 0.02%
23,362
-1,731
282
$489K 0.02%
20,589
+1,203
283
$487K 0.02%
16,085
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284
$485K 0.02%
1,942
-1,011
285
$479K 0.02%
7,693
+1,135
286
$476K 0.02%
2,319
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287
$473K 0.02%
5,199
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288
$470K 0.02%
1,535
-2
289
$465K 0.02%
7,021
-1,057
290
$464K 0.02%
16,694
291
$461K 0.02%
4,184
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292
$459K 0.02%
6,339
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293
$458K 0.02%
33,002
-4,195
294
$458K 0.02%
18,500
-4
295
$452K 0.02%
3,814
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296
$447K 0.02%
5,098
+61
297
$447K 0.02%
12,525
+607
298
$445K 0.02%
5,771
+32
299
$445K 0.02%
7,673
+122
300
$440K 0.02%
7,910
+454
10 11
12
13 14