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
126
$1.65M 0.08%
10,202
+349
127
$1.61M 0.08%
15,956
+1,437
128
$1.6M 0.07%
14,855
+841
129
$1.58M 0.07%
6,386
+489
130
$1.58M 0.07%
13,333
-51
131
$1.57M 0.07%
3,777
+103
132
$1.55M 0.07%
27,000
+1,315
133
$1.54M 0.07%
64,960
+9,920
134
$1.52M 0.07%
9,979
+203
135
$1.51M 0.07%
9,488
+645
136
$1.5M 0.07%
13,980
+106
137
$1.48M 0.07%
39,600
-200
138
$1.48M 0.07%
27,792
+127
139
$1.46M 0.07%
5,803
+255
140
$1.46M 0.07%
8,281
+363
141
$1.43M 0.07%
3,484
+177
142
$1.41M 0.07%
16,641
-1,147
143
$1.38M 0.06%
5,405
+12
144
$1.36M 0.06%
27,360
+5,670
145
$1.36M 0.06%
11,011
-1,414
146
$1.33M 0.06%
10,028
+3,356
147
$1.32M 0.06%
11,775
-17
148
$1.29M 0.06%
13,069
-332
149
$1.28M 0.06%
48,873
+1,353
150
$1.27M 0.06%
9,307
+290
4 5
6
7 8