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
351
$497K 0.02%
15,224
-2,395
352
$496K 0.02%
1,915
+336
353
$489K 0.02%
7,851
+124
354
$487K 0.02%
7,299
-2,593
355
$482K 0.02%
13,898
+4,269
356
$477K 0.02%
12,880
+1,295
357
$476K 0.02%
3,196
+648
358
$474K 0.02%
4,904
+251
359
$474K 0.02%
2,757
-4
360
$472K 0.02%
1,129
+194
361
$469K 0.02%
13,073
-1,079
362
$468K 0.02%
5,208
-286
363
$466K 0.02%
1,610
-181
364
$465K 0.02%
9,076
+1
365
$463K 0.02%
6,872
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366
$457K 0.02%
6,818
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367
$451K 0.02%
4,026
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368
$449K 0.02%
15,916
+16
369
$446K 0.02%
1,536
+80
370
$444K 0.02%
2,508
+39
371
$441K 0.02%
25,523
+193
372
$440K 0.02%
6,064
+452
373
$439K 0.02%
11,790
+31
374
$439K 0.02%
4,710
+265
375
$435K 0.02%
2,121
+388
13 14
15
16 17