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
$778M
AUM Growth
+$68.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1 +$39.2M
2 +$10.1M
3 +$3.98M
4
UNH icon
UnitedHealth
UNH
+$1.84M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$989K

Top Sells

1 +$4.73M
2 +$1.45M
3 +$1.43M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.32M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$936K

Sector Composition

1 Consumer Discretionary 22.91%
2 Technology 12.42%
3 Communication Services 3.87%
4 Financials 3.21%
5 Healthcare 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$386K 0.05%
1,629
-165
177
$381K 0.05%
4,950
-97
178
$380K 0.05%
6,000
-2,000
179
$376K 0.05%
3,442
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180
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25,010
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181
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182
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+7,241
183
$365K 0.05%
36,450
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184
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185
$356K 0.05%
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186
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187
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188
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189
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193
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194
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195
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196
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197
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1,006
198
$327K 0.04%
7,850
199
$323K 0.04%
10,783
-27
200
$322K 0.04%
+16,118