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
401
$337K 0.01%
12,253
402
$336K 0.01%
37,701
403
$335K 0.01%
2,734
-25
404
$333K 0.01%
+2,980
405
$333K 0.01%
3,659
-1,590
406
$327K 0.01%
5,045
+6
407
$324K 0.01%
4,918
-2,115
408
$323K 0.01%
1,651
-4,112
409
$321K 0.01%
4,886
+62
410
$321K 0.01%
3,889
-92
411
$319K 0.01%
5,528
-1,337
412
$319K 0.01%
29,815
-224
413
$318K 0.01%
3,933
-22,866
414
$317K 0.01%
+12,172
415
$316K 0.01%
1,378
+221
416
$315K 0.01%
3,527
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417
$315K 0.01%
+273,842
418
$313K 0.01%
6,581
-1,018
419
$313K 0.01%
3,186
+329
420
$312K 0.01%
6,962
-577
421
$311K 0.01%
4,636
-247
422
$311K 0.01%
3,763
-622
423
$308K 0.01%
1,338
-23
424
$307K 0.01%
97
-4
425
$306K 0.01%
2,267
-173
15 16
17
18 19