BJL
Brighton Jones LLC Portfolio holdings
AUM
$3.69B
This Quarter Return
+10.35%
1 Year Return
+19.56%
3 Year Return
+100.42%
5 Year Return
+136.99%
10 Year Return
+447.23%
AUM
$1.45B
AUM Growth
+$1.45B
(+17%)
Cap. Flow
+$137M
Cap. Flow
% of AUM
9.45%
Top 10 Holdings %
Top 10 Hldgs %
70.43%
Holding
367
New
55
Increased
197
Reduced
62
Closed
19
Top Buys
| 1 |
T-Mobile US
TMUS
|
$66M |
| 2 |
Microsoft
MSFT
|
$5.49M |
| 3 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
$4.83M |
| 4 |
Apple
AAPL
|
$2.56M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.59M |
Top Sells
| 1 |
Amazon
AMZN
|
$6.8M |
| 2 |
Synopsys
SNPS
|
$4.31M |
| 3 |
AVLR
Avalara, Inc.
AVLR
|
$2.01M |
| 4 |
SIVB
SVB Financial Group
SIVB
|
$726K |
| 5 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$590K |
Sector Composition
| 1 | Consumer Discretionary | 40.55% |
| 2 | Technology | 15.81% |
| 3 | Communication Services | 8% |
| 4 | Healthcare | 2.34% |
| 5 | Financials | 1.97% |
