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
51
$4.76M 0.22%
9
+2
52
$4.75M 0.22%
34,645
+3,916
53
$4.7M 0.22%
28,340
+296
54
$4.63M 0.22%
33,947
+1,004
55
$4.37M 0.2%
175,320
+163,646
56
$4.29M 0.2%
21,207
+257
57
$4.26M 0.2%
28,854
+3,097
58
$4.2M 0.2%
78,110
-3,040
59
$4.17M 0.19%
12,930
-10
60
$3.98M 0.19%
20,781
+109
61
$3.97M 0.19%
17,869
-169
62
$3.96M 0.18%
71,000
+4,040
63
$3.86M 0.18%
7,566
+128
64
$3.78M 0.18%
21,489
+615
65
$3.74M 0.17%
16,861
+850
66
$3.73M 0.17%
64,103
-849
67
$3.54M 0.16%
28,416
-536
68
$3.4M 0.16%
41,116
-7,017
69
$3.36M 0.16%
100,454
+65,691
70
$3.22M 0.15%
78,236
+5,668
71
$3.2M 0.15%
31,823
-994
72
$3.15M 0.15%
18,807
+619
73
$3.12M 0.15%
65,018
+4,545
74
$3.09M 0.14%
8,914
-32
75
$3.01M 0.14%
6,599
+1,018
1 2
3
4 5