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
51
$1.05M 0.22%
+10,056
52
$1.02M 0.22%
14,228
+879
53
$992K 0.21%
12,070
+4,071
54
$965K 0.21%
24,045
-1,383
55
$948K 0.2%
21,151
+2,775
56
$945K 0.2%
10,416
+1,337
57
$894K 0.19%
57,382
+6,727
58
$891K 0.19%
20,484
+2,193
59
$888K 0.19%
14,444
-1,234
60
$880K 0.19%
9,082
-459
61
$866K 0.18%
32,976
-239
62
$849K 0.18%
40,136
63
$847K 0.18%
17,080
+2,497
64
$840K 0.18%
7,089
+1,296
65
$824K 0.18%
22,807
+1,022
66
$824K 0.18%
33,491
+6,983
67
$810K 0.17%
+17,943
68
$801K 0.17%
13,527
+223
69
$797K 0.17%
11,440
+806
70
$788K 0.17%
+101,922
71
$784K 0.17%
7,245
+52
72
$781K 0.17%
4
73
$774K 0.17%
14,222
-233
74
$772K 0.16%
13,780
-6
75
$770K 0.16%
+8,749
1 2
3
4 5