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
76
$3M 0.14%
58,300
-6,580
77
$2.98M 0.14%
29,836
-101
78
$2.96M 0.14%
17,230
+7,858
79
$2.92M 0.14%
63,280
-325
80
$2.86M 0.13%
11,169
-2
81
$2.71M 0.13%
16,641
+1,099
82
$2.71M 0.13%
103,274
+33,438
83
$2.67M 0.12%
148,959
+573
84
$2.66M 0.12%
17,756
+57
85
$2.59M 0.12%
10,443
+32
86
$2.58M 0.12%
15,927
+979
87
$2.54M 0.12%
28,271
+140
88
$2.53M 0.12%
33,102
-777
89
$2.5M 0.12%
16,381
-58
90
$2.5M 0.12%
158,567
+27,382
91
$2.47M 0.12%
47,800
+3,280
92
$2.44M 0.11%
86,219
+500
93
$2.43M 0.11%
18,939
-370
94
$2.41M 0.11%
8,832
+74
95
$2.41M 0.11%
22,517
-3,615
96
$2.38M 0.11%
4,856
+87
97
$2.38M 0.11%
10,699
+4
98
$2.31M 0.11%
19,331
-117
99
$2.31M 0.11%
14,233
+629
100
$2.25M 0.11%
12,483
-1,384
2 3
4
5 6