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
451
$222K 0.01%
+1,497
452
$221K 0.01%
3,088
+674
453
$221K 0.01%
+845
454
$220K 0.01%
4,431
-261
455
$220K 0.01%
+3,719
456
$217K 0.01%
10,656
+41
457
$217K 0.01%
+1,643
458
$215K 0.01%
2,487
-1,798
459
$215K 0.01%
+5,542
460
$215K 0.01%
3,780
-280
461
$212K 0.01%
2,712
-319
462
$211K 0.01%
4,575
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463
$210K 0.01%
618
-9
464
$210K 0.01%
3,812
+38
465
$210K 0.01%
879
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466
$208K 0.01%
4,539
-319
467
$208K 0.01%
+10,292
468
$208K 0.01%
2,050
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469
$208K 0.01%
4,768
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470
$207K 0.01%
14,336
471
$206K 0.01%
981
+13
472
$206K 0.01%
+2,803
473
$205K 0.01%
+684
474
$205K 0.01%
3,135
-2
475
$205K 0.01%
8,090
-212
17 18
19
20 21