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
$3.69B
AUM Growth
+$577M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
945
New
Increased
Reduced
Closed

Top Buys

1
+$8.75M
2
+$7.11M
3
+$6.18M
4
RDDT icon
Reddit
RDDT
+$4.43M
5
MAR icon
Marriott International
MAR
+$4.08M

Top Sells

1
+$29.8M
2
+$13.5M
3
+$6.62M
4
ALK icon
Alaska Air
ALK
+$3.62M
5
MDT icon
Medtronic
MDT
+$2.97M

Sector Composition

1 Consumer Discretionary 26.74%
2 Technology 20.55%
3 Financials 5.02%
4 Communication Services 4.08%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNH icon
76
UnitedHealth
UNH
$323B
$6.53M 0.18%
20,931
-8,360
VEU icon
77
Vanguard FTSE All-World ex-US ETF
VEU
$51B
$6.36M 0.17%
94,582
+60,367
RELY icon
78
Remitly
RELY
$3.21B
$6.24M 0.17%
332,525
+105
EFG icon
79
iShares MSCI EAFE Growth ETF
EFG
$11.5B
$6.03M 0.16%
53,811
-640
IVW icon
80
iShares S&P 500 Growth ETF
IVW
$65.8B
$5.89M 0.16%
53,522
+5,765
PM icon
81
Philip Morris
PM
$246B
$5.87M 0.16%
32,224
+9,110
AMD icon
82
Advanced Micro Devices
AMD
$378B
$5.84M 0.16%
41,161
+23
EEM icon
83
iShares MSCI Emerging Markets ETF
EEM
$20.6B
$5.64M 0.15%
117,013
+453
IJH icon
84
iShares Core S&P Mid-Cap ETF
IJH
$99.1B
$5.63M 0.15%
90,799
+7,555
SGOV icon
85
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.6B
$5.62M 0.15%
55,809
-65,718
WFC icon
86
Wells Fargo
WFC
$262B
$5.54M 0.15%
69,194
+2,570
BAC icon
87
Bank of America
BAC
$376B
$5.42M 0.15%
114,492
+6,585
SCHX icon
88
Schwab US Large- Cap ETF
SCHX
$60.7B
$5.38M 0.15%
220,148
+1,027
SCHB icon
89
Schwab US Broad Market ETF
SCHB
$37.2B
$5.37M 0.15%
225,514
+2,852
VIG icon
90
Vanguard Dividend Appreciation ETF
VIG
$97.9B
$5.34M 0.14%
26,095
+5,870
KLAC icon
91
KLA
KLAC
$146B
$5.29M 0.14%
5,905
-165
ACN icon
92
Accenture
ACN
$148B
$5.26M 0.14%
17,588
-672
ABBV icon
93
AbbVie
ABBV
$406B
$5.2M 0.14%
28,020
+670
CSCO icon
94
Cisco
CSCO
$277B
$5.13M 0.14%
73,901
-1,318
EMXC icon
95
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.8B
$5.09M 0.14%
80,673
-963
LC icon
96
LendingClub
LC
$1.77B
$4.95M 0.13%
411,183
+113
RSG icon
97
Republic Services
RSG
$68.6B
$4.93M 0.13%
19,980
+497
NKE icon
98
Nike
NKE
$99.6B
$4.81M 0.13%
67,772
-3,694
DIA icon
99
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.4B
$4.66M 0.13%
10,569
-1,285
BA icon
100
Boeing
BA
$161B
$4.53M 0.12%
21,639
+1,018
2 3
4
5 6