BJL
Brighton Jones LLC Portfolio holdings
AUM
$3.69B
1-Year Return
19.56%
This Quarter Return
+5.93%
1 Year Return
+19.56%
3 Year Return
+100.42%
5 Year Return
+136.99%
10 Year Return
+447.23%
AUM
$2.12B
AUM Growth
+$179M
(+9.3%)
Cap. Flow
+$84.6M
Cap. Flow
% of AUM
4%
Top 10 Holdings %
Top 10 Hldgs %
64.21%
Holding
553
New
66
Increased
303
Reduced
133
Closed
22
Top Buys
| 1 |
T-Mobile US
TMUS
|
+$24.3M |
| 2 |
Amazon
AMZN
|
+$20.4M |
| 3 |
Lam Research
LRCX
|
+$5.28M |
| 4 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
+$4.92M |
| 5 |
Dimensional US Core Equity Market ETF
DFAU
|
+$2.83M |
Top Sells
| 1 |
AMC Entertainment Holdings
AMC
|
+$3.51M |
| 2 |
iShares Russell Mid-Cap ETF
IWR
|
+$2.87M |
| 3 |
LendingClub
LC
|
+$2.66M |
| 4 |
Microsoft
MSFT
|
+$2.24M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$2.01M |
Sector Composition
| 1 | Consumer Discretionary | 32.07% |
| 2 | Technology | 18.66% |
| 3 | Communication Services | 8.72% |
| 4 | Financials | 2.81% |
| 5 | Healthcare | 2.39% |
