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
$468M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$6.68M
3
+$5.71M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.08M
5
MSFT icon
Microsoft
MSFT
+$3.03M

Top Sells

1
+$1.11M
2
+$466K
3
+$419K
4
HES
Hess
HES
+$407K
5
EQC
Equity Commonwealth
EQC
+$385K

Sector Composition

1 Consumer Discretionary 20.5%
2 Technology 6.91%
3 Financials 3.59%
4 Industrials 3.04%
5 Healthcare 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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210
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211
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212
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213
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5 6 7 8
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