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
451
$275K 0.01%
262
-658
452
$274K 0.01%
3,390
-217
453
$269K 0.01%
445
-4
454
$268K 0.01%
1,163
+42
455
$268K 0.01%
1,848
+52
456
$267K 0.01%
11,671
+7
457
$266K 0.01%
946
+135
458
$263K 0.01%
+8,175
459
$261K 0.01%
2,512
-68
460
$261K 0.01%
2,181
-4,682
461
$261K 0.01%
1,480
-42
462
$259K 0.01%
+6,184
463
$258K 0.01%
2,157
+24
464
$258K 0.01%
+2,430
465
$258K 0.01%
1,337
+66
466
$257K 0.01%
2,674
-885
467
$255K 0.01%
3,797
+6
468
$255K 0.01%
4,105
+155
469
$254K 0.01%
1,058
+34
470
$253K 0.01%
1,395
-244
471
$252K 0.01%
3,714
-3,211
472
$252K 0.01%
+2,025
473
$252K 0.01%
+1,027
474
$250K 0.01%
2,110
-1,470
475
$249K 0.01%
2,606
-34
17 18
19
20 21