BJL
Brighton Jones LLC Portfolio holdings
AUM
$3.69B
1-Year Return
19.56%
This Quarter Return
+10.76%
1 Year Return
+19.56%
3 Year Return
+100.42%
5 Year Return
+136.99%
10 Year Return
+447.23%
AUM
$413M
AUM Growth
+$148M
(+56%)
Cap. Flow
+$125M
Cap. Flow
% of AUM
30.14%
Top 10 Holdings %
Top 10 Hldgs %
75.59%
Holding
154
New
55
Increased
43
Reduced
–
Closed
54
Top Buys
| 1 |
Amazon
AMZN
|
$37.6M |
| 2 |
iShares Russell 3000 ETF
IWV
|
$18M |
| 3 |
iShares Russell 1000 ETF
IWB
|
$14.8M |
| 4 |
Microsoft
MSFT
|
$10.5M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$9.58M |
Top Sells
| 1 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
$27.7M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$16.8M |
| 3 |
Starbucks
SBUX
|
$1.82M |
| 4 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$1.05M |
| 5 |
Vanguard Large-Cap ETF
VV
|
$950K |
Sector Composition
| 1 | Consumer Discretionary | 38.8% |
| 2 | Technology | 7.52% |
| 3 | Industrials | 2.52% |
| 4 | Financials | 2.34% |
| 5 | Healthcare | 1.81% |
