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
$2.66B
AUM Growth
-$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$4.99M
3
+$4.25M
4
ABT icon
Abbott
ABT
+$3.62M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$2.97M

Top Sells

1
+$114M
2
+$68.4M
3
+$36.4M
4
PFE icon
Pfizer
PFE
+$30.5M
5
NKE icon
Nike
NKE
+$16.1M

Sector Composition

1 Consumer Discretionary 28.21%
2 Technology 20.01%
3 Communication Services 4.4%
4 Financials 4.08%
5 Healthcare 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$946K 0.04%
17,003
-2,358
227
$943K 0.04%
4,541
-1,843
228
$933K 0.04%
5,460
+256
229
$913K 0.03%
9,999
+111
230
$901K 0.03%
5,882
-197
231
$872K 0.03%
12,160
-197
232
$865K 0.03%
7,037
-7
233
$856K 0.03%
22,224
234
$853K 0.03%
1,725
-24
235
$853K 0.03%
5,506
-1,222
236
$848K 0.03%
2,848
-324
237
$845K 0.03%
38,391
-9,127
238
$831K 0.03%
16,320
+40
239
$827K 0.03%
7,037
-6,657
240
$815K 0.03%
36,241
+20,132
241
$807K 0.03%
21,436
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242
$799K 0.03%
959
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243
$792K 0.03%
27,195
-13
244
$791K 0.03%
21,268
-6,567
245
$790K 0.03%
6,508
-358
246
$785K 0.03%
14,418
247
$784K 0.03%
10,106
-1,323
248
$782K 0.03%
186
-67
249
$781K 0.03%
7,252
+346
250
$774K 0.03%
13,060
+3,422
8 9
10
11 12