BJL
Brighton Jones LLC Portfolio holdings
AUM
$3.69B
1-Year Return
19.56%
This Quarter Return
+11.82%
1 Year Return
+19.56%
3 Year Return
+100.42%
5 Year Return
+136.99%
10 Year Return
+447.23%
AUM
$1.62B
AUM Growth
+$172M
(+12%)
Cap. Flow
+$20.7M
Cap. Flow
% of AUM
1.28%
Top 10 Holdings %
Top 10 Hldgs %
67.1%
Holding
426
New
74
Increased
192
Reduced
112
Closed
13
Top Buys
| 1 |
Snowflake
SNOW
|
$7.52M |
| 2 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
$3.84M |
| 3 |
Microsoft
MSFT
|
$3.35M |
| 4 |
Alerian MLP ETF
AMLP
|
$3.35M |
| 5 |
Amgen
AMGN
|
$2.45M |
Top Sells
| 1 |
Amazon
AMZN
|
$18.6M |
| 2 |
T-Mobile US
TMUS
|
$5.05M |
| 3 |
Shopify
SHOP
|
$1.55M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$1.37M |
| 5 |
iShares Russell 1000 ETF
IWB
|
$1.14M |
Sector Composition
| 1 | Consumer Discretionary | 36.84% |
| 2 | Technology | 16.21% |
| 3 | Communication Services | 8.28% |
| 4 | Healthcare | 2.44% |
| 5 | Financials | 2.3% |
