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
$468M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$6.68M
3
+$5.71M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.08M
5
MSFT icon
Microsoft
MSFT
+$3.03M

Top Sells

1
+$1.11M
2
+$466K
3
+$419K
4
HES
Hess
HES
+$407K
5
EQC
Equity Commonwealth
EQC
+$385K

Sector Composition

1 Consumer Discretionary 20.5%
2 Technology 6.91%
3 Financials 3.59%
4 Industrials 3.04%
5 Healthcare 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.36M 0.5%
49,146
-2,216
27
$2.26M 0.48%
65,034
+64
28
$1.99M 0.42%
16,468
+754
29
$1.92M 0.41%
13,869
+2,430
30
$1.87M 0.4%
16,868
+4,384
31
$1.85M 0.4%
48,600
+21,600
32
$1.8M 0.38%
15,596
-1,652
33
$1.8M 0.38%
29,498
+1,024
34
$1.71M 0.36%
25,427
+1,206
35
$1.65M 0.35%
37,334
+684
36
$1.59M 0.34%
1,434
+199
37
$1.58M 0.34%
21,213
-556
38
$1.53M 0.33%
16,397
+189
39
$1.52M 0.32%
16,275
+559
40
$1.44M 0.31%
+8,027
41
$1.43M 0.3%
15,846
+2,331
42
$1.4M 0.3%
34,035
+20,080
43
$1.37M 0.29%
45,940
-2,896
44
$1.16M 0.25%
11,339
+3,449
45
$1.14M 0.24%
26,094
+664
46
$1.13M 0.24%
26,503
+5,034
47
$1.13M 0.24%
+13,950
48
$1.1M 0.23%
+20,242
49
$1.07M 0.23%
15,603
-430
50
$1.06M 0.23%
9,079
+3,373
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