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
426
$306K 0.01%
3,387
-273
427
$305K 0.01%
1,283
-333
428
$303K 0.01%
2,397
-12,238
429
$299K 0.01%
2,954
-684
430
$299K 0.01%
1,179
+7
431
$296K 0.01%
1,213
-47
432
$296K 0.01%
+10,780
433
$294K 0.01%
1,480
+71
434
$294K 0.01%
1,983
-33
435
$293K 0.01%
+3,124
436
$292K 0.01%
+8,245
437
$291K 0.01%
150,548
-25,701
438
$291K 0.01%
+2,085
439
$290K 0.01%
2,224
+60
440
$289K 0.01%
5,868
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441
$286K 0.01%
2,743
+18
442
$284K 0.01%
10,259
+2
443
$282K 0.01%
4,196
-2,806
444
$280K 0.01%
1,659
-181
445
$279K 0.01%
1,015
-37
446
$279K 0.01%
2,705
-32
447
$279K 0.01%
1,074
+65
448
$279K 0.01%
4,967
449
$276K 0.01%
11,278
-3,164
450
$275K 0.01%
4,392
+498
16 17
18
19 20