BJL
Brighton Jones LLC Portfolio holdings
AUM
$3.69B
1-Year Return
19.56%
This Quarter Return
-1.49%
1 Year Return
+19.56%
3 Year Return
+100.42%
5 Year Return
+136.99%
10 Year Return
+447.23%
AUM
$856M
AUM Growth
-$1.55M
(-0.18%)
Cap. Flow
+$12.1M
Cap. Flow
% of AUM
1.41%
Top 10 Holdings %
Top 10 Hldgs %
58.53%
Holding
328
New
21
Increased
137
Reduced
114
Closed
20
Top Buys
| 1 |
Amazon
AMZN
|
$16.5M |
| 2 |
Microsoft
MSFT
|
$4.21M |
| 3 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
$2.3M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$2.1M |
| 5 |
MLPI
UBS E-TRACS Alerian MLP Infrastructure ETN
MLPI
|
$1.57M |
Top Sells
| 1 |
Dell
DELL
|
$7.86M |
| 2 |
Axon Enterprise
AXON
|
$2.6M |
| 3 |
AVLR
Avalara, Inc.
AVLR
|
$2.35M |
| 4 |
Apple
AAPL
|
$1.96M |
| 5 |
Accenture
ACN
|
$1.9M |
Sector Composition
| 1 | Consumer Discretionary | 19.75% |
| 2 | Technology | 15.87% |
| 3 | Communication Services | 3.6% |
| 4 | Financials | 3.46% |
| 5 | Healthcare | 2.76% |
