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
376
$373K 0.01%
2,674
+905
377
$373K 0.01%
701
-3,115
378
$370K 0.01%
5,981
-9
379
$368K 0.01%
19,070
-10
380
$368K 0.01%
9,369
+2
381
$368K 0.01%
10,854
-707
382
$366K 0.01%
2,279
-483
383
$362K 0.01%
9,678
-2,466
384
$361K 0.01%
13,448
-4,460
385
$359K 0.01%
4,289
-353
386
$358K 0.01%
33,029
-1,113
387
$357K 0.01%
1,398
-2,188
388
$356K 0.01%
36,618
-37,813
389
$355K 0.01%
790
-112
390
$354K 0.01%
2,531
+167
391
$354K 0.01%
10,921
-1,130
392
$353K 0.01%
7,486
393
$352K 0.01%
26,235
+1,780
394
$349K 0.01%
6,872
-1,167
395
$348K 0.01%
1,816
-1,563
396
$348K 0.01%
5,486
-455
397
$348K 0.01%
179
-259
398
$342K 0.01%
727
-44
399
$340K 0.01%
4,237
-50
400
$340K 0.01%
890
-973
14 15
16
17 18