BJL

Brighton Jones LLC Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.69B
AUM Growth
+$577M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
945
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$6.61M
3
+$5.92M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.82M
5
MAR icon
Marriott International
MAR
+$3.75M

Top Sells

1
+$26M
2
+$12.2M
3
+$6.61M
4
ALK icon
Alaska Air
ALK
+$3.55M
5
UNH icon
UnitedHealth
UNH
+$3.2M

Sector Composition

1 Consumer Discretionary 26.74%
2 Technology 20.51%
3 Financials 5.05%
4 Communication Services 4.08%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$361K 0.01%
2,246
+431
652
$360K 0.01%
1,722
+541
653
$360K 0.01%
4,279
+388
654
$360K 0.01%
8,416
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655
$359K 0.01%
+6,235
656
$357K 0.01%
32,945
+8,234
657
$355K 0.01%
+3,458
658
$352K 0.01%
3,511
+566
659
$351K 0.01%
+7,747
660
$351K 0.01%
+654
661
$351K 0.01%
+2,790
662
$349K 0.01%
7,523
+33
663
$348K 0.01%
+10,609
664
$347K 0.01%
+1,478
665
$347K 0.01%
7,344
+371
666
$346K 0.01%
24,849
+12,160
667
$345K 0.01%
+4,639
668
$344K 0.01%
6,600
+2,102
669
$343K 0.01%
3,222
+146
670
$340K 0.01%
+1,414
671
$338K 0.01%
2,889
-160
672
$336K 0.01%
1,032
-177
673
$336K 0.01%
14,478
+309
674
$336K 0.01%
+3,380
675
$336K 0.01%
+7,340
25 26
27
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