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
476
$246K 0.01%
1,038
+89
477
$245K 0.01%
12,945
-4,630
478
$245K 0.01%
2,724
-7,134
479
$245K 0.01%
11,238
+69
480
$245K 0.01%
+2,948
481
$244K 0.01%
2,846
+24
482
$242K 0.01%
+2,418
483
$242K 0.01%
4,033
-95
484
$241K 0.01%
13,230
485
$241K 0.01%
18,942
486
$240K 0.01%
4,046
+13
487
$239K 0.01%
4,685
-5,352
488
$239K 0.01%
+2,349
489
$239K 0.01%
+1,160
490
$238K 0.01%
3,031
-1,627
491
$237K 0.01%
3,673
+567
492
$237K 0.01%
3,152
-14
493
$234K 0.01%
7,960
-7,759
494
$233K 0.01%
4,265
-58
495
$233K 0.01%
2,993
-1,409
496
$233K 0.01%
4,551
-20
497
$232K 0.01%
+2,885
498
$232K 0.01%
2,072
-16
499
$230K 0.01%
1,765
+4
500
$230K 0.01%
2,466
-2,314
18 19
20
21 22