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
$1.62B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$7.52M
2
+$3.84M
3
+$3.35M
4
AMLP icon
Alerian MLP ETF
AMLP
+$3.35M
5
AMGN icon
Amgen
AMGN
+$2.45M

Top Sells

1
+$18.6M
2
+$5.05M
3
+$1.55M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.37M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.14M

Sector Composition

1 Consumer Discretionary 36.84%
2 Technology 16.21%
3 Communication Services 8.28%
4 Healthcare 2.44%
5 Financials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.98M 0.12%
13,354
-219
77
$1.97M 0.12%
3,645
-100
78
$1.97M 0.12%
30,413
+1,047
79
$1.9M 0.12%
5,414
+113
80
$1.9M 0.12%
52,081
-17,229
81
$1.87M 0.12%
103,960
+3,524
82
$1.83M 0.11%
18,870
+987
83
$1.81M 0.11%
13,024
-298
84
$1.78M 0.11%
168,261
+21,270
85
$1.75M 0.11%
8,387
-440
86
$1.74M 0.11%
16,414
-185
87
$1.74M 0.11%
47,131
-1,079
88
$1.71M 0.11%
7,309
+175
89
$1.68M 0.1%
28,664
+808
90
$1.68M 0.1%
8,651
+325
91
$1.68M 0.1%
43,650
+26
92
$1.63M 0.1%
75,222
+2,593
93
$1.59M 0.1%
48,593
-3,907
94
$1.58M 0.1%
33,428
+4,065
95
$1.54M 0.1%
30,835
+12,646
96
$1.53M 0.09%
4,780
-4
97
$1.52M 0.09%
29,906
-1,673
98
$1.51M 0.09%
12,567
-987
99
$1.51M 0.09%
10,706
+368
100
$1.45M 0.09%
3,118
+270
2 3
4
5 6