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
251
$769K 0.03%
4,057
-75
252
$765K 0.03%
14,793
-3,376
253
$765K 0.03%
9,092
-705
254
$747K 0.03%
4,102
+54
255
$746K 0.03%
2,468
+31
256
$745K 0.03%
2,935
-3
257
$718K 0.03%
9,095
+643
258
$716K 0.03%
2,438
-1,570
259
$716K 0.03%
6,542
-13
260
$715K 0.03%
1,837
+11
261
$712K 0.03%
12,157
262
$711K 0.03%
7,404
+804
263
$708K 0.03%
12,360
-810
264
$701K 0.03%
9,135
-570
265
$698K 0.03%
6,054
-376
266
$695K 0.03%
4,620
+2,402
267
$691K 0.03%
1,900
-179
268
$690K 0.03%
9,565
+436
269
$687K 0.03%
19,158
-2,232
270
$678K 0.03%
13,133
+8,467
271
$677K 0.03%
2,890
-146
272
$672K 0.03%
7,529
+99
273
$662K 0.02%
11,486
+218
274
$661K 0.02%
8,399
+2,462
275
$657K 0.02%
2,029
-55
9 10
11
12 13