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
451
$316K 0.01%
1,622
+28
452
$316K 0.01%
39
453
$315K 0.01%
+22,720
454
$315K 0.01%
8,842
+2,545
455
$312K 0.01%
4,072
-740
456
$311K 0.01%
1,419
+3
457
$309K 0.01%
19,613
+8,294
458
$307K 0.01%
+7,778
459
$307K 0.01%
4,529
+59
460
$306K 0.01%
97
+1
461
$306K 0.01%
5,647
-135
462
$305K 0.01%
5,246
+111
463
$303K 0.01%
73,841
-10
464
$301K 0.01%
13,098
+876
465
$301K 0.01%
4,060
+387
466
$301K 0.01%
847
+76
467
$301K 0.01%
12,470
-54
468
$297K 0.01%
677
+41
469
$297K 0.01%
3,964
-1,870
470
$295K 0.01%
46,360
-311
471
$288K 0.01%
6,009
+213
472
$287K 0.01%
3,695
+152
473
$287K 0.01%
3,060
+489
474
$287K 0.01%
+3,157
475
$285K 0.01%
730
-1
17 18
19
20 21