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
276
$656K 0.02%
23,913
-70
277
$653K 0.02%
2,562
+459
278
$652K 0.02%
4,393
-75
279
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10,033
+2,758
280
$644K 0.02%
23,265
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281
$634K 0.02%
15,133
282
$629K 0.02%
11,170
283
$629K 0.02%
11,759
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284
$627K 0.02%
11,484
-6,577
285
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10,071
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286
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287
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289
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16,125
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290
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22,326
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291
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11,925
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294
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295
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6,444
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296
$574K 0.02%
74,197
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297
$571K 0.02%
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298
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10,299
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299
$568K 0.02%
11,391
-25
300
$568K 0.02%
1,075
+4
10 11
12
13 14