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
401
$265K 0.01%
2,550
+156
402
$263K 0.01%
2,292
403
$262K 0.01%
+7,734
404
$262K 0.01%
1,340
-100
405
$262K 0.01%
9,808
-58
406
$262K 0.01%
1,814
-15
407
$261K 0.01%
4,718
-5
408
$261K 0.01%
2,039
-136
409
$260K 0.01%
7,680
+51
410
$258K 0.01%
9,247
-47
411
$258K 0.01%
5,593
-162
412
$255K 0.01%
4,588
+74
413
$254K 0.01%
6,361
+1,986
414
$254K 0.01%
3,520
415
$254K 0.01%
1,216
-37
416
$252K 0.01%
8,266
-6
417
$252K 0.01%
1,399
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418
$251K 0.01%
8,672
+6
419
$250K 0.01%
1,241
+13
420
$249K 0.01%
9,688
-405
421
$249K 0.01%
2,055
-181
422
$249K 0.01%
+3,295
423
$247K 0.01%
773
+11
424
$245K 0.01%
1,059
+7
425
$244K 0.01%
6,883
+4
15 16
17
18 19