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
426
$348K 0.01%
1,266
+33
427
$348K 0.01%
2,116
+65
428
$345K 0.01%
12,104
+34
429
$343K 0.01%
2,674
+735
430
$343K 0.01%
11,981
431
$342K 0.01%
+7,500
432
$341K 0.01%
25,711
-486
433
$341K 0.01%
3,482
-1,051
434
$337K 0.01%
4,927
+574
435
$337K 0.01%
970
-82
436
$337K 0.01%
1,491
+165
437
$334K 0.01%
19,500
+790
438
$334K 0.01%
6,844
-23
439
$333K 0.01%
1,561
+408
440
$326K 0.01%
+3,825
441
$325K 0.01%
3,403
+222
442
$325K 0.01%
6,606
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443
$325K 0.01%
24,380
444
$323K 0.01%
2,464
+286
445
$322K 0.01%
5,706
+10
446
$322K 0.01%
2,340
+127
447
$320K 0.01%
815
-226
448
$320K 0.01%
3,720
+279
449
$318K 0.01%
+3,272
450
$318K 0.01%
8,613
+276
16 17
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