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
$778M
AUM Growth
+$68.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$39.2M
2
+$10.1M
3
+$3.98M
4
UNH icon
UnitedHealth
UNH
+$1.84M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$989K

Top Sells

1
+$4.73M
2
+$1.45M
3
+$1.43M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.32M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$936K

Sector Composition

1 Consumer Discretionary 22.91%
2 Technology 12.42%
3 Communication Services 3.87%
4 Financials 3.21%
5 Healthcare 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.66M 0.21%
6,529
-282
52
$1.64M 0.21%
72,015
-720
53
$1.64M 0.21%
30,517
-16
54
$1.63M 0.21%
16,321
+3,385
55
$1.63M 0.21%
33,420
+1,180
56
$1.61M 0.21%
14,045
-2,808
57
$1.59M 0.2%
23,132
+1,468
58
$1.58M 0.2%
32,960
-800
59
$1.57M 0.2%
43,930
+11,415
60
$1.57M 0.2%
11,325
-172
61
$1.56M 0.2%
61,611
+7,338
62
$1.52M 0.2%
8,645
-394
63
$1.5M 0.19%
14,246
-959
64
$1.46M 0.19%
33,575
+6,411
65
$1.45M 0.19%
11,352
+30
66
$1.45M 0.19%
19,439
+2,335
67
$1.44M 0.19%
13,179
+300
68
$1.44M 0.18%
42,705
-2,554
69
$1.42M 0.18%
9,530
+29
70
$1.39M 0.18%
41,156
-3,204
71
$1.39M 0.18%
15,247
+158
72
$1.38M 0.18%
17,311
-748
73
$1.38M 0.18%
13,423
-128
74
$1.37M 0.18%
5
75
$1.33M 0.17%
20,953
-784
1 2
3
4 5