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
$2.77B
AUM Growth
+$400M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$68.7M
2
+$36M
3
+$10.5M
4
DLR icon
Digital Realty Trust
DLR
+$9.21M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.98M

Top Sells

1
+$9.49M
2
+$6.28M
3
+$5.52M
4
RSG icon
Republic Services
RSG
+$5.29M
5
ABNB icon
Airbnb
ABNB
+$5.02M

Sector Composition

1 Consumer Discretionary 29.39%
2 Technology 22.89%
3 Communication Services 5.02%
4 Financials 2.98%
5 Healthcare 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$843K 0.03%
10,091
+467
252
$842K 0.03%
19,479
+867
253
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10,510
-607
254
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9,493
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255
$837K 0.03%
14,508
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256
$832K 0.03%
11,725
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257
$832K 0.03%
4,696
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258
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3,567
+12
259
$813K 0.03%
12,348
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260
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261
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262
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13,503
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263
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22,224
264
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27,337
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265
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266
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270
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25,699
+14,956
271
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10,258
+1
272
$743K 0.03%
2,630
+159
273
$741K 0.03%
4,227
+336
274
$724K 0.03%
5,598
+271
275
$723K 0.03%
9,900
9 10
11
12 13