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
301
$565K 0.02%
3,057
+129
302
$560K 0.02%
7,606
-1,059
303
$554K 0.02%
5,342
-353
304
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5,984
-1,097
305
$549K 0.02%
10,748
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306
$543K 0.02%
6,182
-2,771
307
$541K 0.02%
7,613
+36
308
$537K 0.02%
8,234
-8,943
309
$532K 0.02%
15,405
-3,755
310
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3,729
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311
$522K 0.02%
11,411
-31,932
312
$521K 0.02%
3,666
-14,526
313
$509K 0.02%
8,757
-338
314
$508K 0.02%
19,541
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315
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318
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319
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320
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7,865
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321
$494K 0.02%
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$492K 0.02%
6,108
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323
$490K 0.02%
17,263
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324
$484K 0.02%
4,417
-86
325
$481K 0.02%
7,388
-97
11 12
13
14 15