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
326
$478K 0.02%
15,121
+282
327
$477K 0.02%
12,693
-458
328
$473K 0.02%
6,065
-431
329
$473K 0.02%
3,159
-60
330
$471K 0.02%
10,049
-5,107
331
$471K 0.02%
3,809
-529
332
$471K 0.02%
3,021
-1,456
333
$469K 0.02%
7,491
-9
334
$463K 0.02%
10,216
-46
335
$457K 0.02%
2,769
+6
336
$456K 0.02%
6,440
-11
337
$454K 0.02%
42,427
338
$453K 0.02%
6,297
+1,967
339
$450K 0.02%
6,421
-356
340
$448K 0.02%
3,126
-103
341
$448K 0.02%
4,050
-61
342
$444K 0.02%
6,953
+166
343
$443K 0.02%
9,711
-484
344
$443K 0.02%
3,047
+583
345
$443K 0.02%
1,618
-67
346
$442K 0.02%
45
-28
347
$441K 0.02%
2,251
348
$441K 0.02%
871
-9
349
$440K 0.02%
6,227
350
$437K 0.02%
11,473
+66
12 13
14
15 16