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
$413M
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$37.6M
2 +$18M
3 +$14.8M
4
MSFT icon
Microsoft
MSFT
+$10.5M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.58M

Sector Composition

1 Consumer Discretionary 38.8%
2 Technology 7.52%
3 Industrials 2.52%
4 Financials 2.34%
5 Healthcare 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,414
152
-8,764
153
-8,026
154
-5,471