BJL

Brighton Jones LLC Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.69B
AUM Growth
+$577M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
945
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$6.61M
3
+$5.92M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.82M
5
MAR icon
Marriott International
MAR
+$3.75M

Top Sells

1
+$26M
2
+$12.2M
3
+$6.61M
4
ALK icon
Alaska Air
ALK
+$3.55M
5
UNH icon
UnitedHealth
UNH
+$3.2M

Sector Composition

1 Consumer Discretionary 26.74%
2 Technology 20.51%
3 Financials 5.05%
4 Communication Services 4.08%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.74M 0.07%
5,047
+1,260
152
$2.72M 0.07%
71,492
+7,010
153
$2.7M 0.07%
5,832
+1,641
154
$2.69M 0.07%
21,248
-1,078
155
$2.67M 0.07%
11,778
+364
156
$2.66M 0.07%
50,712
+169
157
$2.65M 0.07%
14,482
+2,472
158
$2.65M 0.07%
31,094
+10,122
159
$2.64M 0.07%
20,562
+187
160
$2.64M 0.07%
6,805
-626
161
$2.64M 0.07%
19,957
+331
162
$2.62M 0.07%
24,761
+12,609
163
$2.6M 0.07%
43,366
+2,053
164
$2.56M 0.07%
3,621
-495
165
$2.56M 0.07%
96,418
-8,228
166
$2.52M 0.07%
13,749
-1,157
167
$2.5M 0.07%
18,061
+357
168
$2.49M 0.07%
6,993
-315
169
$2.48M 0.07%
12,674
-36
170
$2.39M 0.06%
32,571
+2,493
171
$2.39M 0.06%
3,265
+812
172
$2.29M 0.06%
7,919
+6,935
173
$2.27M 0.06%
19,071
+157
174
$2.25M 0.06%
6,420
-407
175
$2.24M 0.06%
4,764
+266
5 6
7
8 9