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
376
$434K 0.02%
6,479
-2,060
377
$433K 0.02%
6,753
+22
378
$432K 0.02%
11,742
-4,722
379
$429K 0.02%
1,245
+9
380
$428K 0.02%
99,383
381
$426K 0.02%
8,490
+1,467
382
$425K 0.02%
2,147
-124
383
$425K 0.02%
6,329
384
$422K 0.02%
3,070
-117
385
$421K 0.02%
3,556
-468
386
$420K 0.02%
11,706
-20
387
$418K 0.02%
5,784
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388
$418K 0.02%
10,771
+129
389
$417K 0.02%
3,990
+1,104
390
$416K 0.02%
6,317
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391
$415K 0.02%
10,195
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392
$415K 0.02%
3,814
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393
$412K 0.01%
18,113
-81
394
$411K 0.01%
9,569
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395
$409K 0.01%
2,558
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396
$403K 0.01%
3,433
+414
397
$401K 0.01%
15,380
-200
398
$401K 0.01%
2,233
399
$396K 0.01%
6,000
400
$391K 0.01%
1,891
+80
14 15
16
17 18