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
151
$1.26M 0.06%
11,891
+8
152
$1.25M 0.06%
5,810
+377
153
$1.24M 0.06%
24,125
+15,216
154
$1.23M 0.06%
23,647
+3,020
155
$1.19M 0.06%
7,532
+316
156
$1.18M 0.05%
21,183
+1,463
157
$1.18M 0.05%
5,176
+1,743
158
$1.15M 0.05%
9,941
+1,836
159
$1.15M 0.05%
+32,884
160
$1.13M 0.05%
4,972
-267
161
$1.13M 0.05%
14,210
+53
162
$1.11M 0.05%
36,722
-1,342
163
$1.11M 0.05%
3,117
+62
164
$1.11M 0.05%
3,326
-4
165
$1.07M 0.05%
5,533
+18
166
$1.05M 0.05%
13,179
-803
167
$1.04M 0.05%
29,246
-2,054
168
$1.03M 0.05%
6,061
+110
169
$1.03M 0.05%
4,871
+72
170
$1.03M 0.05%
3,416
+79
171
$1.02M 0.05%
14,701
-1,396
172
$1.02M 0.05%
5,222
+13
173
$1.01M 0.05%
7,151
+399
174
$1.01M 0.05%
56,543
-5,000
175
$1M 0.05%
10,699
+461
5 6
7
8 9