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
101
$2.23M 0.1%
3,995
-3
102
$2.2M 0.1%
26,768
+360
103
$2.2M 0.1%
119,636
-16,908
104
$2.17M 0.1%
20,231
-1,952
105
$2.09M 0.1%
9,838
-97
106
$2.05M 0.1%
33,117
+2,654
107
$2.02M 0.09%
3,425
+9
108
$1.96M 0.09%
17,938
+4,613
109
$1.92M 0.09%
20,521
+497
110
$1.91M 0.09%
14,725
+2,590
111
$1.91M 0.09%
35,490
+5,230
112
$1.88M 0.09%
25,792
+2,049
113
$1.87M 0.09%
17,258
+1,555
114
$1.86M 0.09%
7,136
+428
115
$1.79M 0.08%
6,269
+89
116
$1.79M 0.08%
26,470
+4,670
117
$1.78M 0.08%
+50,788
118
$1.77M 0.08%
+57,416
119
$1.74M 0.08%
97,578
-2,616
120
$1.73M 0.08%
47,371
+396
121
$1.68M 0.08%
32,923
+1,972
122
$1.67M 0.08%
9,078
-530
123
$1.66M 0.08%
34,302
+7,881
124
$1.66M 0.08%
8,527
+3,291
125
$1.66M 0.08%
3,755
+9
3 4
5
6 7