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
401
$391K 0.01%
6,349
+825
402
$391K 0.01%
2,498
-117
403
$390K 0.01%
10,013
-107
404
$388K 0.01%
5,078
+394
405
$385K 0.01%
+2,256
406
$384K 0.01%
6,028
+650
407
$383K 0.01%
24,246
+8,467
408
$383K 0.01%
18,901
-1,708
409
$376K 0.01%
1,431
+2
410
$370K 0.01%
7,733
+78
411
$366K 0.01%
4,084
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412
$365K 0.01%
5,057
-260
413
$365K 0.01%
31,792
+17,585
414
$361K 0.01%
6,835
-5,258
415
$360K 0.01%
9,815
+2,063
416
$359K 0.01%
237
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417
$357K 0.01%
6,926
418
$356K 0.01%
7,435
-2,017
419
$355K 0.01%
7,838
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420
$355K 0.01%
2,292
+112
421
$354K 0.01%
6,455
+981
422
$353K 0.01%
5,475
+404
423
$352K 0.01%
4,029
+228
424
$352K 0.01%
3,606
+4
425
$350K 0.01%
5,176
-439
15 16
17
18 19