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
351
$433K 0.02%
1,862
-2,056
352
$430K 0.02%
3,548
+12
353
$429K 0.02%
6,613
-787
354
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3,427
+5
355
$425K 0.02%
2,230
+3
356
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1,799
+279
357
$413K 0.02%
10,682
+11
358
$410K 0.02%
3,630
+575
359
$407K 0.02%
25,341
-25,000
360
$406K 0.02%
9,488
-14,775
361
$404K 0.02%
1,627
-85
362
$402K 0.02%
5,446
-795
363
$402K 0.02%
435
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364
$401K 0.02%
3,487
-1,912
365
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11,422
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366
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3,025
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367
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368
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369
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7,398
-2,259
370
$386K 0.01%
476
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371
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1,307
-263
372
$385K 0.01%
12,920
+30
373
$384K 0.01%
3,620
-5,405
374
$378K 0.01%
9,336
-33
375
$373K 0.01%
4,190
-191
13 14
15
16 17