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
$468M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$6.68M
3
+$5.71M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.08M
5
MSFT icon
Microsoft
MSFT
+$3.03M

Top Sells

1
+$1.11M
2
+$466K
3
+$419K
4
HES
Hess
HES
+$407K
5
EQC
Equity Commonwealth
EQC
+$385K

Sector Composition

1 Consumer Discretionary 20.5%
2 Technology 6.91%
3 Financials 3.59%
4 Industrials 3.04%
5 Healthcare 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$362K 0.08%
4,012
-1,187
127
$357K 0.08%
+5,336
128
$350K 0.07%
2,014
-84
129
$343K 0.07%
6,391
-177
130
$340K 0.07%
10,092
+52
131
$339K 0.07%
4,607
+748
132
$336K 0.07%
15,528
+1,470
133
$334K 0.07%
4,150
-2,641
134
$326K 0.07%
6,554
-1,015
135
$324K 0.07%
+9,788
136
$321K 0.07%
8,215
+46
137
$317K 0.07%
12,723
+80
138
$316K 0.07%
5,858
+1,668
139
$310K 0.07%
6,000
140
$308K 0.07%
4,012
+366
141
$308K 0.07%
4,459
+161
142
$306K 0.07%
4,150
+48
143
$306K 0.07%
4,521
+76
144
$305K 0.07%
19,500
+5,500
145
$304K 0.06%
+8,532
146
$302K 0.06%
3,071
+25
147
$301K 0.06%
+5,904
148
$293K 0.06%
3,431
-6
149
$283K 0.06%
+10,475
150
$279K 0.06%
15,230
+5,250
4 5
6
7 8